For some, working with a financial advisor may mean having deep enough pockets to meet an expert in a mahogany-panelled office. But you don’t always have to be rich to get financial advice. There are many types of advisers, and most investors will be able to find one that suitsRead More →
Wealth Management speaks with Advisor Mike Ashworth and SVP LPL Kimberly Sanders “Fast forward 18 months later and I couldn’t be happier than I am right now.” This is how Mike Ashworth describes his experience of transitioning to independence in a recent episode of Wealth Management Quick Chat series. AshworthRead More →
CHARLOTTE, North Carolina, Feb. 12, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisor John “Mark” Ross has joined LPL, affiliating with Linsco by LPL, the employee advisor model of business. He said he served approximately $100 million in advisory, brokerage and pension plan assets*Read More →
NORTHBOROUGH, MA/ACCESSWIRE/February 18, 2022/ A great financial advisor provides objective advice and support through life’s many challenges and changes. They can be the difference between making progress toward goals or remaining stagnant. For 15 years, Ryan Kittredge, a Certified Financial Planner, has served successful clients in and around Central andRead More →
King of Prussia, Pa., Feb. 17, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services announced a pair of newly elected officers to its board, with John Howard chosen as the new board chair and Salene Hitchcock-Gear, JD, elected as vice-chair. The two executives are joined by new boardRead More →
CHARLOTTE, North Carolina – February 17, 2022 –LPL Financial LLC announced today that financial advisors Jason J. Howard, CFP®CIMA, AIF, Shane Kunz, CFP®CIMA and Chad Horne, CPWA have joined LPL Financial to launch an independent practice, Result Private Wealth. They are aligned with Stratos Wealth Partners. The team said itRead More →
By Russ Gaiser Oh, the budget. Some people who hear this word get angry, stressed, agitated and even scared. For some, the term has become a bit of a dirty word. Unfortunately, the term budget is stigmatized and is often perceived as something negative. If the truth about what itRead More →
What do jalapeños have to do with your financial plan? Getty By: Shelley Nadel – Co-Chair, Ellevate Houston What do you think of jalapeños? The last time I cooked with them my fingers and lips burned for hours. As a native Texan, you can imagine how embarrassing it is notRead More →
Creating a financial plan allows you to set goals and track financial benchmarks throughout the year. Creating an annual plan can ensure you stay on track to achieve your short and long term goals. Each year I provide a checklist to help you create a plan. There will definitely beRead More →
Lee County, Florida, Financial Advisor Asset Management & Advisory Services has commenced operations in a new office located at 1222 SE 47th St Suite 304, Cape Coral, FL 33904. The office can be reached at telephone number (239) 356-1515. Asset Management & Advisory Services specializes in providing a range ofRead More →
Below is a list of major financial services in Honolulu. To help you find the best financial services located near you in Honolulu, we’ve put together our own list based on this list of rating points. Honolulu’s Best Financial Services: The top rated financial services in Honolulu, HI are: INPACRead More →
It’s every investor’s nightmare – hoarding as much money as possible only to find out later that part of it was… It’s every investor’s nightmare – hoarding as much money as you can only to find out later that some of it has been wasted on unsuitable fees, commissions andRead More →
The start of a new year marks a strategic time to review a financial plan and develop goals to achieve over the next 12 months and beyond. This “fresh start” mentality allows individuals to review and assess what has worked (or not) over the past year and revise or createRead More →
Financial planning can help you better understand where you are financially, how to prepare for the challenges ahead, and how to plan where you want to go. If you haven’t prepared a financial plan for yourself or your family, a financial advisor can help. Here are the typical steps inRead More →
During my annual physical recently, the doctor took my vital signs, reviewed my medical records and, after reading my EKG results, said, “Well, the computer says you’re having a heart attack.” But the computer got it wrong. I’m in my 40s and I run marathons, and my heart rate isRead More →
As the holiday season approaches, I remember the Christmas gatherings and the exchanging of gifts among family and friends. Although we all love receiving gifts, it is the joy I get from giving that is most rewarding. This is especially true when the gift is something that has a lastingRead More →
This month of January does not only mark the beginning of a new year. It is also the second anniversary of the first identified case of Covid-19 in the United States. At the time, the pandemic took most people by surprise. Now many of our lives don’t look like theyRead More →
By Massi DeSantis You may have noticed that it costs almost twice as much to fill up your car at the pump compared to last year, or that the package of rib eye steaks you get every week is getting expensive. . On average, according to the Bureau of LaborRead More →
A financial plan is at the heart of the financial counseling process. In a way, it’s your clients’ money map, there to guide them financially from where they are today to where they want to be. Without a plan, investors simply paddle out to sea, hoping that their direction andRead More →
by Massi DeSantis The Federal Reserve Bank (“the Fed”) has been in the spotlight since the onset of Covid-19, taking a number of steps to help the economy weather the pandemic. You’ve heard of easy money, zero interest rates, reverse repos, quantitative easing, and you might be wondering what allRead More →
In my 40 years of tax and financial planning, I don’t think I’ve ever seen a client sit in my office and say, “We really need to talk about my insurance. Although the focus is usually on portfolios, social security and withdrawal strategies, insurance issues also deserve special attention. WithRead More →
Financial planning isn’t just for the rich, especially if you live in California. Many people think that this is only for the wealthy and their families, and that because their estate is not complicated or very large, financial planning would not benefit them. Most likely, this mindset is incorrect. ARead More →
Why it’s important to create a financial plan for your new family Financial planning helps you identify your short- and long-term goals and create a roadmap for achieving those goals. That’s why it’s crucial to have a financial plan, whether you’re single or looking to start your own family. However,Read More →
The road to the future Getty Timeline planning, where you set goals and plans covering a specified future period, is a useful way to track your financial progress. Lewis Walker, financial planner and investment strategist at Capital Insight Group in Peachtree Corners, Georgia, uses eight years, when we would beRead More →
A client of mine, a business leader for many years, recently made a major career decision: she decided to leave the corporate world and join a non-profit organization that aligns with her values. to help others. As a result, she will earn about $100,000 less per year than in herRead More →
When John Hirt and his wife Dianne first met RTD Financial Advisors in Philadelphia, they were a bit unsettled. Instead of just reviewing their investments and budget, counselors asked broader questions about the couple’s values and beliefs, and whether their financial goals reflected them. Advisors also spent a lot ofRead More →
Over 35 years ago, Allen Ostrofe and his wife Sabine moved to Grass Valley, after years of working overseas. From 1970 to 1984 Ostrofe worked in New York, Germany and Argentina. He was a director of the multinational corporation J. Walter Thompson. “My job was to ensure the profitability, inRead More →