4 Signs it is Time to Break Up with Your Financial Advisor

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It is not uncommon to have second thoughts about your financial advisor even if you have been together for years. Often small irritations fester over time until you get to a point where you feel compelled to make a change. Pulling the eject trigger is not an easy one since this person has had access to the inner circle of your life knowing your complete financial picture.

How to Prepare Your Financial Documents for Your First Financial Planning Meeting with a Fee-Only Durham, NC Financial Advisor

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If you are planning to meet with a Fee-Only Financial Planner, you may be a bit uncertain as to what to expect and what you’ll discover about your financial status today and in the future. To ease your mind and make the best use of your time together, there are some standard pieces of documentation that you should bring with you. Coming prepared to the first meeting will enable your Financial Advisor to get a clear initial overview of your financial health. Here are the most important financial documents to bring to your first Durham, NC Financial Advisor Meeting:

How to Prepare for Your Meeting with Your Fee-Only Financial Planner

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If you are planning to meet with a Durham, NC, Fee-Only Financial Planner, you may feel excited or nervous about what you may discover when talking about your personal finances. To ease your mind and make the best use of your time together, do a bit of preparation as outlined below. This will enable you to come with enough information to make the first consultation valuable and productive for both of you.

How to Choose one of the Best Fee-Only Financial Planners

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Hiring a financial advisor can provide you with confidence and peace of mind knowing that you have a plan for your money that will benefit you and your family for years to come. At any phase in life, but more importantly as you approach retirement age, a financial planner can be of benefit to you. That’s because research shows that people who have financial planners tend to generate considerably better returns for retirement that people who don’t.**

Tax Efficient Financial Planning

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It’s not what you make, it’s what you keep! This is one of the key focuses of tax efficient planning. It’s about the bottom line, or what you actually keep after you have paid your taxes! So, how can you plan properly and give yourself the highest probability of having a plan that will create tax efficient cash flow for you and your family for the rest of your life?

A Path to Productivity

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    For some the word productivity brings on…

Living in Your Sweet Spot

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Somewhere about 10 years ago I was introduced to the image…

Your Plan

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One of the most inspirational parts of the Life Business™…

Finding your Inner "Lambchop"

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Finding your Inner Lambchop! We got a puppy just after Thanksgiving…