In my experience, some financial practices are more transaction-oriented, which means that after a short onboarding process, the advisor gives …
Is Your Advisor a Part-Time Fiduciary?
Have you this year received an invitation in the mail for a fancy steak dinner with a “fiduciary financial advisor?” …
The Unforeseen Dangers on the Road to Retirement
You can deal with the unexpected rather than letting it ruin your retirement hopes. Today’s episode of nestology TV we …
Mo’ Money Mo’ Problems
Loan requests often come with financial success. While so many focus on the external dangers to their retirement savings. Many …
Volatility for Growth
While volatile markets are nothing new, investor reactions are rarely predictable. Today Michael discusses why staying the course in times …
Early Retirement Savings Mistakes
We all know it’s important to save for retirement. Even if you’re saving for retirement, some common mistakes might cause …
Living to 100
It’s not unreasonable to see a client who had both parents live into their 90’s and with the advances in …
Are You Fooling Yourself About Your Retirement?
As the old saying goes ignorance is bliss. Though that can have tragic repercussions towards saving for retirement. This weeks …
Creditors & Predators: Financial Planning and Liability Insurance A Love Story
Everybody knows that lawsuits and lawyers cost a lot of money, and being involved in a lawsuit could cost you …
You Suck at Saving, Let’s Change That!
On this weeks episode of Nestology TV Mike discusses the savings crisis in America. Also, a few easy tips to …