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How to Find a Fee-Only Advisor by Clark Howard
How to Find a Fee-Only Advisor by Clark Howard Thu, Jun 13, 2019 .....Do you have money to invest, but you’re not sure where to put it? Most people who are unsure about investments hire someone to help. Here’s how to do that the right way..... Read More

5 Smart Financial Steps to Take During Summer as seen in USNews and World Report
5 Smart Financial Steps to Take During Summer as seen in USNews and World Report Tue, May 07, 2019 If you find yourself indoors on a hot and humid afternoon, there are several little financial tasks that are worth completing. Here are five personal finance tasks that you should consider tackling in the heat of the summer. Read More

Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor
Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor Thu, Mar 14, 2019 Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs. Read More

10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger
10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger Thu, Dec 27, 2018 After you turn age 70½, you need to start taking required minimum distributions from your IRAs and 401(k)s every year. But the calculations and rules can be complicated, and you’ll be hit with a penalty if you make mistakes. Here are 10 smart RMD ... Read More

Following Your Financial Playbook To Victory as seen in Forbes
Following Your Financial Playbook To Victory as seen in Forbes Wed, Nov 07, 2018 What would a football game look like if there were no playbook? A pickup game in the park with friends. In other words, it would be made up on the fly. While that might make it on the playground, it won’t cut it in organized sports or with your finan... Read More

Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor
Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor Tue, Sep 25, 2018 It is critical for any investor to fully understand the difference between a broker and an investment advisor; investors need to understand whether the advice is objective or, perhaps, driven by financial incentive. Read More

Who Can Be a Financial Advisor? by Suzannah Snider in US News and World Report Thu, Aug 16, 2018 When you visit a pediatrician, you know she graduated from medical school and completed additional specialized training. When you do business with a lawyer, you know he has a law degree. When you send your child to school, you are certain the teacher... Read More

FirsTrust - Fee Only Wealth Management Mon, Aug 13, 2018 Relying on one “financial planner” to be an expert in everything is unrealistic. That’s why FirsTrust offers our consulting clients access to a team of experienced specialists from the firm's 4 specialized divisions. Investment Management, Financial ... Read More

What should you be doing to prepare for retirement? Top tips and tactics from financial advisors as seen in the News Journal Fri, Jul 27, 2018 You're 10 years or less away from retirement. You can clearly see the next phase of your life down the road and it's coming up fast. Are you ready for it? Do you have a comprehensive plan in place so you don't outlive your savings? Read More

Here’s the question you really want to ask your financial advisor by Lorie Konish Wed, Jul 18, 2018 *If you haven't asked your financial advisor how they are being compensated, now is the time to ask. *You also want to find out whether your financial advisor is held to the fiduciary standard, meaning they have an obligation to look out for your ... Read More

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