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Financial Planner

How to Find the Right Financial Advisor for You

Nathaniel Sillin | Posted 08.10.2016 | Business
Nathaniel Sillin

If having a dedicated professional to help you manage your money sounds appealing, consider looking into a financial advisor - regardless of your inco...

Six Basics to Consider Before Investing with a Robo Advisor

Nathaniel Sillin | Posted 07.13.2016 | Business
Nathaniel Sillin

You're looking to grow your money, but you're not quite sure how to get started. You've considered hiring a qualified professional to work with you on...

Why Women are Excellent Investors! | Posted 06.20.2016 | Women

Women are different than men. As a Certified Financial Planner® this holds true in the investment world. Women are faced with unique challenges as ...

Who Will Care for LGBT Boomers?

David Rae | Posted 05.02.2016 | Queer Voices
David Rae

On the one hand, there's a lot of denial going with our emphasis on youth in gay male culture. On the other, there was a whole generation of gay men who perished during the AIDS crisis meaning that today's Boomers and Gen-Xers don't necessarily have a road map to follow from those who came before us.

Financial Crunch for the Sandwich Generation

David Rae | Posted 04.26.2016 | Queer Voices
David Rae

Does caring for aging parents have to dampen your financial future and leave you broke? Here's how good kind sons and daughters can be proactive in he...

$42,500 for HAMILTON TICKETS on Broadway?

David Rae | Posted 04.19.2016 | Queer Voices
David Rae

Show Me the Hamilton's- How much would you pay for Hamilton Tickets? By David Rae Certified Financial Planner™ Accredited Investment Fiducia...

Millennials Seeking Millions

David Rae | Posted 04.13.2016 | Business
David Rae

The USA Today article, 'Millennial New Retirement Number? ($1.8 Million or More!)' makes for a sobering wake-up call, particularly for those who are still paying off their student loans.

How Much is a Financial Planner Worth? | Posted 04.04.2016 | Fifty

According to Wikipedia, financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current kn...

4 Essential Steps For Financial Stability After Your Divorce | Posted 03.11.2016 | Divorce

It's important to recognize that what you are feeling now won't last forever--yet the financial decisions you make today will have a definite effect on your future life as a strong and independent woman.

Fiscally Flabulous or Fiscally Fabulous?

David Rae | Posted 03.03.2016 | Business
David Rae

So you've hired a personal trainer, improved your diet and hit up Barry's Boot Camp but still don't look like a member of the U.S. Gymnastics Team? S...

The Rich People's Roth -- Is It Right for You?

David Rae | Posted 02.17.2016 | Queer Voices
David Rae

Even if your financial house is in order and you're on-track with your goals, accounts and investments, cash value life insurance is something worth considering.

5 Ways a Penny Saved Can Equal Big Bucks

David Rae | Posted 02.10.2016 | Queer Voices
David Rae

Fulfilling any meaningful financial goal means saving a lot of pennies, true, but it really can be easier than you think. One of the first tips I give my clients is to look for ways to save money that don't actually require you to cut back.

Can Blanche Make Your Retirement Sexy?: Golden Girls Retirement Plan, Part 3

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

By pooling their resources as housemates, Golden Girls' hottie-of-a-certain age Blanche Devereaux and her homegirls Dorothy, Rose and Sophia keep on living the good life through retirement.

Powerball Billions: Jackpot Payouts a Blessing or a Curse?

David Rae | Posted 01.20.2016 | Business
David Rae

Just when you thought it was safe to be a lottery winner comes the buzzkilling news that many winners, even those in the multimillion dollar range, manage to blow through their windfalls and are back to broke in under seven years.

5 Essential Steps to Help Your Financial Future in 2016

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

OK, I'm not going to call the following your Financial New Year's Resolutions because too many resolutions get broken all too easily (yes I'm talking to you, cheesecake!) But these 5 steps really do have the power to transform your money picture from meh to mega.

The Ultimate Guide on How to Find a Financial Advisor

James C. Gibson | Posted 12.29.2015 | Business
James C. Gibson

There is so much financial advice out there. Trying to find the right person to trust is intimidating. It's no wonder why more and more people are turning to the internet to learn how to find a financial advisor that is best for them.

What New Year's Resolution Do You Prefer: An Hour at the Gym Every Day, or an Hour (Total) With a Financial Professional?

Jerry Patterson | Posted 12.15.2015 | Business
Jerry Patterson

I recently had my own Groundhog Day scenario, but it wasn't about improving my physical health and wellness. I took part in a research project involving one-on-one interviews with Americans of all ages and backgrounds, to hear about their retirement plans and overall financial wellness.

One Critical Expense Most Financial Plans Don't Address | Posted 11.18.2015 | Fifty

With people living so long these days, why haven't financial planners been more focused on how to help clients who are planning for retirement specifically plan for longevity? The more sobering side of longevity, that is.

Why You Should Think Twice About Spending That Bonus

Nathaniel Sillin | Posted 11.18.2015 | Business
Nathaniel Sillin

So to heck with that bonus check, right? Wrong. You've been given a good opportunity to think about your job, your annual earnings and the financial decisions you're making and might need to make in the future. Here are ways to proceed.

Your Year-End Financial Checklist

Nathaniel Sillin | Posted 11.11.2015 | Money
Nathaniel Sillin

The final weeks of the year are a last-minute chance to clean up bookkeeping before tax time, make final spending decisions and seek financial advice for 2016. Here are a few tasks you might want to schedule.

Financial Savvy: Investment Risk vs. Market Volatility

David Rae | Posted 10.06.2016 | Business
David Rae

When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. But one should know the differences between risk and volatility to avoid silly and irrational investing mistakes. Let's clear the confusion once and for all.

Your Financial Plan: Carrots or Carrot Cake?

Marc Campbell | Posted 09.25.2016 | GPS for the Soul
Marc Campbell

My son is 6 and, no surprise here, he really doesn't like to eat his vegetables. But, unlike when he was 3, he at least now understands that eating th...

The Ballers Guide to Choosing a Financial Advisor

David Rae | Posted 09.08.2015 | Business
David Rae

Second in a series. Having concluded its first season and been renewed for a second, the hit HBO show Ballers on life after football paints a picture ...

Fiscal Ballers 1: Playing Defense on Finance for Those Cursed with Too Much, Too Soon

David Rae | Posted 08.05.2016 | Business
David Rae

First in a series. Sure, the hit HBO show Ballers on life after football -- starring none other than a super suave Dwayne 'The Rock' Johnson -- is dripping with sex, sun and swag. But the real story behind the story is about finances and the show gets it right on the money.

6 Ways a Financial Adviser Can Help You | Posted 07.09.2016 | Business

Many may view the role of a financial adviser as one who has unique insights into the market to give their clients an advantage. However, that belief is far from the truth.