Posted by: Mark Singer CFP®
In last week's blog post, I discussed some of the key questions that you need to ask before hiring a financial planner. Today, I'll cover four more critical questions that you should ask any financial advisor before beginning a relationship with them.
Continue Reading →Posted by: Mark Singer CFP®
I believe a good relationship is based on solid communication and trust. The corollary is that when the communication process breaks down, there is a high probability that there will be a strain on the relationship.
Posted by: Mark Singer CFP®
From a planning perspective, I think it is important to address what you will be doing in retirement. I've talked before about what your money will be doing when you retire. However, one of the biggest mistakes I find people make is not thinking through what their retirement will look like. Many people don't have a strong understanding of the transition process they must go through as they move to this next stage of life.
Continue Reading →Posted by: Mark Singer CFP®
Can you think back far enough and remember the late 1990s from an investment perspective? The technology sector was going crazy; we kept hearing of this “new normal” where it was more important, it seemed, to lose money than it was to show earnings. Many of the big-name tech stocks were skyrocketing in value with seemingly no end in sight.
Continue Reading →Posted by: Mark Singer CFP®
Every industry must recognize the wants and needs of its potential customer base. The financial services industry is no different. In a recent study by The Oechsli Institute, affluent investors shared how they were thinking about their financial affairs. Part of the study, published in 2010, centered on what was rated as "very important" by this group of investors.
Continue Reading →Many Baby Boomers are concerned that they may not be able to retire in the manner they had envisioned 10 years ago. But what if these concerns are unfounded? What if they don’t have all of the facts and are letting their emotions guide them? What if they could retire, and just don’t have the tools to understand this properly? This site is designed to offer up some guidance for those serious about doing the work necessary to find out if they are truly on track for a successful retirement.
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