On Whether to Hire a Financial Advisor
Should you hire a financial advisor? To find out the answer, a great question to ask is whether your financial life today is meaningfully improved from where it was 3 years ago.
Homes Are Not Good Investments (But Stocks Are)
Every spring, the Gallup Organization asks American adults this simple question: “What is the best long-term investment?” And for the fifth year in a row, the top response was real estate.
12 Great Cars for Less Than $15,000
Have you read our post about the Importance of Car-Buying Decisions? If you haven’t, you should. The average new car purchase price in America today is more than $36,000. That is an astonishing number, considering the financial situation of the average American today.
Let Them Spend Their Money
A part of the Give.Save.Spend. teaching philosophy we mentioned before, involves SPEND. That is often the most exciting one of the three for kids (and most adults). It certainly can be with my children…and me to be honest. Side-note: It is fun to spend money, especially when you know it is a part of your overall financial plan. No excuses. No regrets. No questions. No shame. No blame. Good, clean spending. Okay, back on point…
The Wealth Group Planning Process
When we work with clients we work through the seven major areas of financial planning for each individual plan. Cash-flow Planning Investment Planning Retirement Planning Insurance Planning Tax Planning Estate Planning Education Planning Each one of these areas plays a critical role in ensuring you maximize each dollar to accomplish your family’s financial goals and we enjoy walking through every one of these parts to the financial plan with our clients.