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What Is Our Level of Confidence that We Will Reach Our Financial Goals

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In a previous post we discussed a couple in New Jersey who wanted to know if they are “Financially Secure”. In the same meeting, they asked “What is our level of confidence that we will reach our financial goals?” This is a very typical question.  It’s a frequently asked question because clients have little knowledge or experience trying to solveRead the Rest…


Making proper use of your advisor

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If you have an investment advisor, you want to make maximum use of them as trusted members of your financial team. A fee based investment advisor is held to a fiduciary standard, meaning they must put your best interests first. This should mean that they can serve as a sounding board for your financial decisions. Unfortunately, some people trying toRead the Rest…


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