Archive for April 2014
Finding A Financial Advisor Even Your Mom Could Trust
You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…
Read MoreCash Out Your Stock Options?
With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds. While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…
Read MoreIt Doesn’t Just Happen – The Importance of Execution and Monitoring
General George S. Patton captured the essence of the final step: “A good plan violently executed today is far and away better than a perfect plan next week” And if you’re not a fan of Patton, I’d offer this all-time favorite: The road to hell is paved with good intentions Rule #10 – Your financial…
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