First Financial Insights
You Need A Solid Financial Plan
https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember
What Makes Fee-Only Different?
https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what
The Value of Financial Planning
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar to others which could be asked in other areas of
All You Need to Know About Investing
Investing is a great way to increase your net worth and reach your financial goals. However, there are numerous risks involved with investing in the
The Retirement Crisis We Face
America’s Retirement Crisis Americans are currently facing a serious retirement crisis. While many retirees have a general sense that they have saved enough money for
Ignore the Volatility
Nobody likes market volatility. It can scare the heck out of the best of us, and certainly can prompt any of us to second-guess ourselves.