A financial adviser’s role is very similar to a coach. Like a coach, an adviser can help you set goals, explain difficult or confusing topics and create a plan to help you achieve those goals. Here are the things I learned to look for in a coach, and I think the same ideas hold true in finding a trusted financial adviser.
A financial adviser’s role is very similar to a coach. Like a coach, an adviser can help you set goals, explain difficult or confusing topics and create a plan to help you achieve those goals. Here are the things I learned to look for in a coach, and I think the same ideas hold true in finding a trusted financial adviser.
Illness is one of those great unknowns of life, and healthcare and long-term nursing care are expensive, getting more so every year. Healthcare costs must be an integral part of our retirement planning. Otherwise, we’re putting all our retirement plans at risk. There are four long-term issues working against us.
Women are not finding the help they need when it comes to their money. This is especially true during times of change, like divorce, marriage, children, widowhood, retirement and everything in between. I recently sat down with Julie Parise for a video interview on the steps women can take to get greater control over their finances.
Myths and fairytales are all well and good when we’re kids, but there may be some myths about life insurance that are preventing you from taking full advantage of its many benefits.
People don’t fully understand all that life insurance can do for them while they are alive. As a result, they miss out on the numerous benefits that make up what many have discovered to be “The Miracle of Life Insurance.” Sure, life insurance is best known for its death benefit protection, but that is often where the conversation seems to end. It is now time for everyone to resume the conversation regarding life insurance.
In the decades since the idea of “buy term and invest the difference” first gained popularity, we’ve learned that this approach doesn’t work so well in real life. Here is the hard truth of buy term and invest the rest.
One big source of stress for many newlyweds is the household finances. After years of being single, getting married can make money matters suddenly seem more complicated. Here are four of the big financial issues that can pop up.
Those last few years, months, and weeks before retirement can be both exciting and terrifying. We call it “go time” when talking with our clients. Among other things, it’s time to make sure you have everything in place. Here are five steps you need to take before you retire.
Procrastination is the number one reason people aren’t getting ahead financially. To complicate this even further, it’s often the result of not finding the right adviser. Why is procrastination holding so many people back?
Service to others has been an important part of my life from my very youngest years, and none of the work was ever done with the intention to be recognized for it. Winning the Life of Significance Award was not something I anticipated. For me, the cross section of rugby and service is rooted in the value of respect.
Eileen C. McDonnell
David O’Malley
Leanne Acton
Larry Adkins
Keith Bratz
John Caserta
Raymond Caucci
Jessica Choi
Michael Clark, M.D.
Matthew Condon
Cheryl D. Creuzot
Susan Deakins
Gretchen Dinucci
Tim Donahue
Cara Drew
Greg Driscoll
Michael Dunne
Michael Durkin
Stacey Fabricant
Sara Faitelson
Ande Frazier
Frannie Gardner
Thomas Harris
Christine Hennigan
Keith Huckerby
Michael Kane
Jim Knox
Jethro Kollie
David LaBricciosa
John Laurito
Jeff Leinen
Roy Lenzo III
Chris Lyman
Andrew Martin
Jim Meehan
Margaret Muldoon
Danny Noles
Susan Notaras
Adam Paoli
Jay Perlman
Dave Raszeja
Helen Rennie
Allan Sternberg
Maury Stewart
Walter Young