The Fiduciary Rule - 2.0

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Last year I wrote about a new regulation introduced by the Dep

6 Important Questions You Should Ask When Hiring a Financial Planner

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If you’re considering hiring a financial planner, make sure to raise these six critical questions:

1) What credentials or certifications do you have?

The Fiduciary Rule - A Matter of Trust

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I’ve been fortunate enough to spend 35 years as a financial advisor. Over the years, the industry has evolved from its humble roots in the brokerage and insurance space.

Three Often Overlooked Planning Opportunities for Parents with College Students

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If you’re one of the many parents who shipped your child off to college earlier this year, you were probably caught in the whirlwind of orientation, move-in day, tuition, roommates, food money, and much more.

Three Options for Financing your Home Renovation

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Renovating your home is a great way to increase your equity and improve your current quality of living! Depending on your situation, you have a few options in financing these upgrades.