Investing

Why I Became A Financial Advisor

By Steve Hoover There’s no denying it: money, and how you handle it, can make or break your life (and your stress levels). I saw firsthand the importance of financial planning and the difficulties created by poor planning by observing my father’s work as an estate planning attorney. Over and over again, I witnessed his…

Read More

Changing Jobs? Don’t Forget Your Retirement Account

  People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are advantages of taking your old retirement plan with you when you leave. An old account can be transferred to an IRA (Individual Retirement Account) or a new employer’s retirement…

Read More

5 Tips for Managing a Sudden Financial Windfall

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion dollars is expected to change hands in the next 25 years. You may acquire sudden wealth in other ways, such as the sale of a business or property, divorce settlements, winning…

Read More

The 5 Phases of Pre-Retirement

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework, and some assistance from a qualified professional, you can ensure that you are ready to retire when the day comes.   Retirement preparation can be broken down into five phases, with…

Read More

How the Right Advice Can Boost Financial Confidence

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about guiding clients to develop sophisticated financial behaviors. With robo-advisors and consistent market volatility in the headlines, it’s important to realize the comprehensive advantages of working with a personal…

Read More

Preparing Your Children for Adulthood through Financial Literacy

Preparing Your Children for Adulthood through Financial Literacy   As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also often learn about their frustrations and regrets regarding past financial decisions. During these conversations about financial regrets, I often remind clients…

Read More