Tag: estate planning

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16

Jan2014

Tom Fischer explains, Financial Planner vs. a Stock Broker, Scottsdale

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January 16, 2014 / Financial Planning
  A stockbroker or wealth manager will typically take control of your entire portfolio or assets and manage them. A stockbroker, money manager, wealth management specialist, or financial advisor is a little different than a financial planner. A financial planner is someone who takes an entire ... Read More

06

Jan2014

How is Your Relationship With Your Scottsdale Financial Advisor?

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January 6, 2014 / Financial Planning
> Over the 16 years I have been in practice, I have encountered many different situations, problems, and opportunities to help as a Scottsdale Financial Planner.  The opportunities to grow with my clientele, has to have been the most rewarding for me.  Working with people is what I do for a living and ... Read More

25

Oct2013

Are You a Risk Averse Investor?

3
October 25, 2013 / Investments
Many people who once thought that they could handle the stock markets swings are quickly finding that they are truly a risk adverse investor. Five of the ten largest single-day drops in the Dow Jones Industrial Average since 1899 have taken place in the past three years. Many financial planners ... Read More

10

Oct2013

What Is An Annuity And How Can It Fit Into Your Retirement Plan, Tom Fischer, Financial Specialist in Scottsdale

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October 10, 2013 / Investments
What Is An Annuity And How Can It Fit Into Your Retirement Plan Having an annuity can balance out your retirement investment portfolio. This provides you with a constant stream of income. In most cases, you can have the safety of a continuous source of income regardless of what the stock ... Read More

05

Oct2013

Putting lesson and interview with Mark Timms of Cool Clubs Golf

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October 5, 2013 / Investments
Today I had the opportunity to inverview a long time client of mine. Mark Timms is the owner of Cool Clubs Golf in North Scottsdale and is one of the premier club fitters in the USA. Mark fits clubs for many tour pros and 100's ... Read More

19

Sep2013

The Differences Between Roth and Traditional IRA Accounts

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September 19, 2013 / Investments
What Are The Differences Between A Traditional IRA And Roth IRA? There are many differences between a Traditional Individual Retirement Account (IRA) and a Roth IRA. Understanding the differences between the two types of retirement accounts can help you make the best decisions to maximize your retirement savings. There are many ... Read More

02

Sep2013

Get a free written financial plan. What do you have to lose?

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September 2, 2013 / Financial Planning
  The majority of my my blog posts are educational. I do my best to inform and empower you with knowledge. I have gotten a fair amount of feedback on my Financial Planner vs. Financial Advisor video. So I thought I might put my money were ... Read More

01

Sep2013

Keep your 401k in compliance or pay large fines!

1
September 1, 2013 / Investments
The department of labor is cracking down on 401k administration, the ... Read More

27

Aug2013

Free Living Trust Review, make sure yours is current!

1
August 27, 2013 / Estate Planning, Investments
  Estate planning is a topic that is often overlooked and set aside by people to think about for another day. Thinking about the end of your life is never a fun topic, but having the proper estate planning documents such as a will, living trust, powers of attorney, and other ... Read More

24

Aug2013

Fee based vs. commission based Financial Planning

1
August 24, 2013 / Financial Planning
  Why should you pick an independent fee-based over a commissioned based financial advisor? An independent fee-based financial planner has the ability to offer advice and investment options from a huge number of mutual funds and investment options. They are not required by a contract to ... Read More