We constantly meet with prospective clients whose current advisers, in our opinion, are not providing them what they need to be financially successful. Here are some red flags that suggest it's time for a change.
Let’s be totally honest. If a financial advisor, broker or other so-called investment professional advises you to purchase a variable annuity in your IRA, you should in nearly every case fire that advisor or walk out of the room.
College savings strategies are a reality in my household. My youngest is a sophomore in high school and my oldest is already in college. He is a freshman at the University of Illinois. If you read last week's Blog, that should not surprise you because the brainwashing...
Friends and family closest to me know that my passion for the Fighting Illini is borderline unhealthy, that I think Mr. T should have won an Oscar for his role as James “Clubber” Lang in Rocky III, and “retirement” may well have been a phenomenon of the 20th Century.