I have been managing investments for over twenty years and, during this period, I have met with many prospective clients. It is during these initial meetings that I review investment statements and other financial documents to determine if I can be of assistance.
We would all like to have enough money to do the important things: live life, retire comfortably, educate our children, and so on. More importantly, how do you make sure that you have enough to reach these various goals?
If you are like most investors, you prefer to talk about good performance years and avoid discussions about bad years. Well, you have had a lot to talk about the past few years, but there are some serious storm clouds on the horizon.
Finding a financial adviser on your own or waiting until they find you is the question. What are the most frequently used strategies if you want to find a financial adviser on your own? How do you minimize your risk of making a major financial mistake?
Divorce is in our face every day. The broken marriages of Hollywood stars and political power couples fill our TV screens and magazine pages. Our email and Facebook accounts reveal that a friend's "perfect marriage" wasn't what it seemed.