Financial Planning

Man with Questions

Investment Decisions When Returns are Uncertain

Every investment decision has consequences; only the future will determine if it is a good decision. Due to the uncertainty of the markets and while many try to forecast the future, they have yet to achieve success consistently or reliably. 

TOOLBOX mattia column 6 widow art

Prepare Widows for Their ‘New Normal’ and New Relationships

The final stage of widowhood, known as transformation, is when a widow’s new life as an independent woman evolves. Having emerged from profound grief and grown into her new lifestyle, the widow in transformation can focus on more advanced planning.

Selecting a Financial Advisor

Selecting a Financial Advisor: Designations and Education That Matter (Interviewed Video)

In our previous blog/video we discussed the regulation (or lack thereof) of people who call themselves financial planners. That issue is intimately related to the lack of any formal requirement that financial planners have a designation or some other evidence that they have the education one would think is necessary to advise consumers competently. We …

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