October 2015

What Should a Financial Planner Do?

By | 2018-01-17T04:43:16+00:00 October 15th, 2015|403b, Business Owners, Roth IRA, Teachers|

There’s a lot of misunderstanding about what value a financial planner can bring.  There are also just as many questions about what a financial planner does all day.  Which tasks and priorities actually translate to value for clients? I used to spend a lot of my working hours on tasks that ultimately added no value for clients. [...]

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April 2015


By | 2018-01-03T17:15:06+00:00 April 13th, 2015|403b, Business Owners, Life Insurance, NYSTRS, Pension, Teachers|

What’s your why when it comes to your money?  This is one of biggest questions I help clients answer.  Why is money important to you?  We all know what we want life to look like, but to get there financially you must identify your “Why?”.  I help clients try and view money as [...]

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