Tag: wealth management

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

22

Aug2013

Retirement planning and the seven key steps to take.

1
August 22, 2013 / Investments
If  you are  talking to your financial planner, make sure you ... Read More

22

Aug2013

Rating agencies corrupt?

0
August 22, 2013 / Investments
Moody's whistle blower I have been saying this all along. How can the ratings agencies be paid by the companies they rate? Just makes no sense. It is like a magazine writing a review of a product one of their paid advertisers makes. You just know how the review will ... Read More

17

Aug2013

Financial Advisor Tom Fischer interviews Scottsdale Bicycle Ranch owner

3
August 17, 2013 / Investments
Well I know I am a Financial Advisor in Scottsdale but talking about that all the time would bore you to death, so here is the latest episode of my internet TV show ... Read More

22

Feb2013

Has your financial planner or specialist talked to you about different types of life insurance?

1
February 22, 2013 / Investments
Life insurance may not be the most exciting topic to discuss or think about, but it is a critical part to your overall financial plan. If you have someone that depends on you or your income or if you have something that you cherish and ... Read More