Financial Advisors Are Not Veterinarians
Unlike veterinarians, tax and Investment professionals depend upon you to be forthcoming about your financial situation.
Financial Advisor
Do Your Financial and Tax Professionals Have Succession Plans?
You have a contingency plan in place for your family, but what about your financial advisor and tax planner?
Is the Premise, “ALL Federal Employees Need an Advisor” a Myth?
Do all federal employees need a financial advisor, or would some be ok to invest on their own?
Using a “Big Toe”: How Federal Employees Can Find Balance in Their Retirement Planning
When federal employees’ financial plans get out of balance, it can impair their future retirement years.
Why Do We Hate Talking About Money?
The author looks at reasons why he says people are likely reluctant to talk about money.
Why Financial Advisors Shouldn’t Tell You How to Invest in the TSP
Is there a way that all federal employees should invest in the TSP? The author illustrates why the answer to this is not so simple.
Why Federal Employees Need Different Financial Advice
Federal employees have unique benefits considerations. These are some tips on how they can find the best retirement information.
What Kind of Financial Advisor is Best?
What types of financial advisors are there, and which one is best? As the author explains, it ultimately depends on your needs.
How to Avoid the Dreaded Product Sale When Seeking a Financial Advisor
Do you need a financial advisor? What kinds of advisors are there? The author outlines important considerations for federal employees seeking financial advice.
Emotional Investing: Another View
The “rational” choice in investing is the one that produces the best financial gain. However, the author says your emotions play a valid role in the process.
