financial planning

A Day in the Life of a Financial Advisor (a little humor for your Monday)


Here’s a pretty funny video that was shown to me. I got a total kick out of it. Disclaimer: there is swearing at the end of the video when the financial advisor drops an f-bomb. Watch it? Good. For those who don’t mind thinking a little today, (I know, I know it’s Monday, but bear […]

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Are You Prepared for the New Year?

Self Help and Motivational

The start of a new year is a great time to not only reflect on the previous year but also to think about what you would like to accomplish in the upcoming year. It’s true that to many people a New Year’s Resolution is often nothing more than a wish-list of self-improvement and related goals […]

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