With the fun and relaxation that summer brings, you may have let your finances go to the wayside. Now that the dog days of summer are winding down, it may be in your best interest to revisit your long-term financial plan and make adjustments as necessary. The fall season presents the ideal time to
Most people use the summer months as a time to relax and rejuvenate – often with the intention to forget about any financial burdens or stress from the year. However, in the midst of sunbathing, summer can be the ideal time to organize your finances and make sure you have a clear picture of your
Many would agree that we live in a world of uncertainty – but why neglect critical financial choices that are in your full control? Creating an estate plan is one of the most important steps you can take to ensure that your property and possessions are distributed according to your wishes. In the
The seasons may be changing, but have your retirement investments remained stagnant? Many people believe that by simply having retirement investments, they’ve already set themselves up for long-term success. Unfortunately, this is not the case. Successful retirement planning requires close attention
On April 6, 2016, the Department of Labor (DOL) issued new "conflict of interest" rules regarding financial advice as it relates to retirement plans and IRAs. The new DOL rules generally hold financial professionals to a fiduciary standard if they receive compensation for providing investment advice
Click on this link for a short video on 6 tips to ease your transition from the Military.
This cutting edge approach shows you how to figure your return on your investment (ROI) in your personal 401K, IRA, other investment accounts, and everything like these. The method is below the doggie in the window pic. Best of all, you don't need to know about fees charged or anything. Just know
By: Dr. James D. Smith PhD/MBA Financial Advisor (716) 221-0211 I welcome those who are receiving this long standing mailing regarding investing in the business of life for the first time. Its goal is to provide actionable sense-making observations that add value to your perspective. Today's