Advisors who know the ins-and-outs of Social Security help their clients navigate the rules and get the most out of their benefits. While the notion of filing at age 62, sitting back and collecting that cold, hard cash is the approach that might appeal to most, it isn’t always advisable. It turns out that clients…

We know you are a smart person because you’re listening to this podcast.  However, we all fall into money traps.  What is your money trap? Via Forbes – Nancy Anderson 7 Common Money Traps Even Smart People Fall Into Buying things on sale. You may wonder why buying things on sale is a mistake! You…

Many people fear the stock market.  They view it as something that works against them and not for them.  But the stock market (for long term investors) can be one of the greatest tools to accomplish some of your financial goals.  The financial markets have rewarded long-term investors.  People expect a positive return on the…

The average person spends more time planning a vacation then they do planning their life.  For some of us by the time we get around to planning our life or retirement it is too late to achieve all that we want.  The time to start planning your life, retirement and investments is NOW…….so we don’t…

There are three choices people have when they decide to invest money in a mutual fund.  In this episode you will learn what these three choices are and how they compare to the evolution of media.  Is the money in your mutual fund invested like the equivalent of a VHS tape, a DVD player or…