Tagged with estate planning

EVERYONE NEEDS AN ADVISOR

EVERYONE NEEDS AN ADVISOR

This article will be somewhat biased given the fact that I am a financial advisor.  Having said that, I truly believe if you can find a competent and trustworthy financial advisor, they can be worth their weight in gold. Many people mistake investment planning for financial planning. Investment planning is just one component of overall … Continue reading

TAKE CARE OF THE BASICS FIRST

TAKE CARE OF THE BASICS FIRST

If you have read any of my writing, you know I am big on taking care of the basics.  I believe in fundamentals.  That is why I like the movie Karate Kid so much.  Daniel-san was mentored by Mr. Miyagi who helped him learn the fundamentals that carried him a long way.  The same is … Continue reading