financial planning advisors

Alleviating fear in new, potential and existing clients is a continual process. Consistency is key to building strong relationships. But inevitably, even with clients who have been with an advisor for an extended period, there …

One of the primary recommendations regarding ways to calm clients when speaking to their financial advisors is to make the relationship primarily personal at the start. It is important to take the time to reduce …

Only five states currently have any graduation requirements regarding financial classes, which makes it not surprising that over 70% of the respondents to a 2015 poll felt that speaking to a financial advisor was scary. …

by Ryan W. Smith Even the most well designed retirement plans can hit unseen roadblocks along the way, especially once one’s working life is completed and a regular paycheck has stopped. Social Security will only …

While 28% of retirees say they have not been impacted by any major unexpected expenses, according to a biannual report by the Society of Actuaries regarding retirement expenses. Among the remaining 72%, the three most …

According to a biannual report by the Society of Actuaries regarding retirement expenses, commonalties exist between both age range and income level. For example, Chronic Illness and Dental Expenses are common unexpected expenses for those …

According to a biannual report by the Society of Actuaries regarding retirement expenses, nearly half of all Americans have no retirement savings at all and will rely almost solely on Social Security for retirement income. …

by Ryan W. Smith College is one of the most formidable expenses a person has in life. Many students will rely on loans to pay for at least a portion of the cost, but in …

Yes, there are several. 529 Savings Plans, Coverdell Education Savings Accounts and Revocable Educational Trusts are specifically set up for college savings, by students, parents, grandparents or other loved ones. Each are setup to reduce …