Category: LOANS & MORTGAGES

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A financial advisor’s personal views on final expenses – The Oakland Press

[ad_1] Today I’d like to discuss the financial decisions families face when they lose a loved one. On occasion, like the recent passing of my mother, my siblings and I had sufficient time to reflect and share our thoughts. When you lose a loved one suddenly and you’re much more emotional, it’s especially difficult to… Continue reading A financial advisor’s personal views on final expenses – The Oakland Press

Financial Fasting Can Trim the Fat From Your Spending

[ad_1] We’ve heard about the supposed benefits of fasting for physical health, but have you considered financial fasting to address your financial wellness? The idea is simple: Don’t spend money during a set period of time, or in a particular expense category, such as entertainment or dining. From the outset, financial fasting sounds easy. In… Continue reading Financial Fasting Can Trim the Fat From Your Spending

Role of financial advisors remains important in retirement planning

[ad_1] LIKE a doctor-patient relationship, communication, competence, and trust are key pillars in a financial advisor-client relationship. The financial advisor has a fiduciary relationship with the client. This describes a relationship where one person (the client) places confidence and trust in the financial advisor’s ability to provide expert advice in the best interest of the… Continue reading Role of financial advisors remains important in retirement planning