• Home
  • /
  • Tag Archives:  #finance

4 Essentials Your Financial Advisor Should Have

The Client-Advisor Relationship Must NOT Be Overlooked, Says Industry Veteran Shocking stats continue to make news regarding America’s preparedness for retirement, including the fact that one of five citizens near retirement age have zero money put away for the golden years, according to statistics recently released from the Federal Reserve. About 20 percent of pre-retirees…

The Next Phase of the American Dream

The Next Phase of the American Dream:  Growing & Preserving Your Wealth Financial Planner Shares 3 Smart Tips for Retirement Ever since the financial crisis of 2008, many pundits and experts have openly doubted the viability of achieving the American dream. With homeownership, job opportunity and retirement security in decline, an Allstate/National Journal Heartland Monitor poll…