As people consider retirement, here’s a question we get A LOT (the question has many variations): Question: I need income during retirement, so does that mean you will emphasize dividend-paying stocks? Our answer often surprises people: NO. We don’t find that to be...
We have prepared 12 Essential Questions to ask your financial advisor. 1) Do you act as a fiduciary? By being a fiduciary, an advisor acts in your best interest 100% of the time. It’s important because if not, they might be recommending something just “suitable” for...
At the risk of not listening to our wonderful founding father, Allen Jacobson, who advises to always accentuate the positive, this might come off as a negative piece. I’m just going to state that now, so it’s out of the way. Our goal here is really to help make GOOD...
