Category: Financial Planner Difference

Take your financial confidence to the next level!

10 questions to ask your financial advisor

10 Questions to Ask Your Financial Planner

Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect. Most people work with their financial planners for the rest of their…
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May 19, 2020 0
15 tax planning strategy cover

15 Simple Year-End Tax Planning Strategies (2019)

You may have heard that the tax reform that was passed at the end of 2017 had a dramatic impact on tax filers. Although most people benefited from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 15 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax reduction, tax neutral, and possibly…
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October 3, 2019 0
can you time the market podcast

Timing the Market

Timing the Market Show Notes A common question I receive is “is now a good time to invest in the market”. This episode was actually inspired by a conversation I had with a friend/listener of the show. In this episode I’ll cover: Average investor performance versus the “market” 9 Human behavior biases How to avoid these biases The conversation that inspired this episode Hindsight review on past market commentary Non-market examples of growth and recessions…
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August 16, 2019 0
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