Advisers

As you consider your future, you might have realized that retirement is not what it used to be. Or it may not be what you hoped it was going to be.  Or what you thought you wanted it to be may [...]

The Financial or Retirement Plan.  Are you in the market for a financial or retirement plan?  At PlanVision, we support planning a lot!  We actually think that the process of planning for your [...]

As you think of your future and contemplate your retirement (or a period of time that you have more financial flexibility), you begin to wonder what your life will really be like.  Who will you [...]

Should you save for retirement or for a child’s college education?  This can be a dilemma for many middle class people with limited funds who have an interest in saving for both. One way you can [...]

Let me say up front that I don’t like to do self-promotional blogs.  But I am going to do one anyway!  We are proud of how we help our clients.  It’s simple.  Our individual and employer clients [...]

I while back I had an Aha! moment in my career – thanks to my brother.  After about 18 years in the business, it has become obvious to me that investors of all types grossly overpay for [...]

I have been planning on writing a post on Free Lunches and Seminar Selling, but came across this one from Allan Roth – so I will pass it along.  I enjoy Allan’s straightforward approach and [...]

For the Holidays, my parents came to visit.  They are both in their early 80′s and are of generally good health.  I consider them to be middle class people who have always worked hard to support [...]

Recently, a friend inquired with me about the quality of advisement he was receiving on his investments.  He uses a conventional investment firm, a household name in the financial services [...]