July 6, 2018
comprehensive wealth strategy is like playing chess

Using a Comprehensive Wealth Strategy to Win the Battle

I typically start my day by reading emails. I generally have tons of emails from companies wanting me to sell their products to my clients. I receive emails from Real Estate Investment Trusts, Cash Value Life Insurance companies, ETF’s, Stocks and mutual funds. I even get emails trying to get me to push individual stocks and annuities! These sales pitches just aggravate me. Let me explain why. RANT WARNING!!!!
June 28, 2018
use a financial advisor not google

Google is not a Financial Advisor… Work with a Professional!

Have you ever thought about installing an inground swimming pool in your backyard? Or have you ever considered restoring a turn-of-the-century home? Chances are if you were thinking about doing one of these projects, you’d call a professional to help you complete the task. Why then do we think we can make major financial decisions that could have severe implications without ever talking to a financial advisor? Yet, all too often I see these mistakes happen, and many times people ask for help after the fact, and sometimes the damage is done. That’s why a recent phone call led me to think about this very subject. 
February 16, 2018
inheritance

I Just Inherited Money! Now What?

Have you ever been the beneficiary of a nice little sum of money or some other inheritance? If so, you know deciding what to do with inherited money can be tricky, but it doesn’t have to be. Here are a few ideas on how to spend the unexpected cash — HINT: these tips can also be a good way to make use of your tax return, if you get one!  
January 24, 2018
when to sell your stocks

The Stock Market is HIGH! How to Know if I Should I Sell My Stocks.

The media is excited to say that the stock market is at an all-time high. This news has us wondering, is it time… “should I sell my stocks?” This is a reasonable question and one I answer almost every day. The Standard & Poor’s 500 index has grown almost 300% percent since hitting bottom in early 2009, and people want to know if it’s time to be a bull or a bear.
January 17, 2018
Communicating with a financial planner

Top 3 Questions to Ask Before You Hire a Financial Advisor

Choosing a financial advisor can seem overwhelming when you first start…especially if you’ve never delved into the financial world yourself. It can be tough knowing what to look for. However, there are some strategies that you can utilize to find the advisor that gels with your needs the most and will help you reach your ultimate goal. Making use of these three questions will undoubtedly land you with the advisor that can help you trek down the path you desire.
January 1, 2018
Financial New Years Resolutions

18 Financial New Year’s Resolutions for 2018

We all do it at the beginning of every year; make resolutions with the intention of keeping them. And while you have kissed 2017 goodbye, it doesn’t mean you’re ready to tackle 2018, especially when it comes to your finances. So we here at Financially Simple decided to help you become happy, healthy and wealthy (to some degree) with 18 tips to help you clearly define and keep your financial New Years resolutions for 2018.