Tag Archives | Financial planner

Couple with money and documents

Q is for Question the Financial Fidelity in your Marriage

Sharing is not always caring. Living with your spouse means sharing everything, money included. Unfortunately when it comes to financial matters things can get murky. It can be difficult to let someone into that part of your life because we view money as such a personal thing. But knowing about the financial fidelity or infidelity […]

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prenuptial agreement with two red hearts

P is Prenups as an Estate Planning Tool

  As your wedding day approaches the last thing on your mind is estate planning. However, if you have agreed to sign a “Prenup” it may be wise to devise this agreement along with your estate plan. Today Prenups are not only used to protect assets in case of a divorce, they are also being […]

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Labor day design

Labor Day: A Brief History of the Labor Movement

  According to History.com, early trade unionism “…harbored a conception of the just society, deriving from the Ricardian labor theory of value and from the republican ideals of the American Revolution, which fostered social equality, celebrated honest labor, and relied on an independent, virtuous citizenship.” The first unions were local, cropping up in artisanal trades […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.
Woman shopping online

O is for Online Shopping PrOs and COns

Over the last decade our constant connection to the internet has made online shopping a common practice throughout the world. This new shopping revolution has become preferred over physically going out and about to search for desired merchandise. But as is true for with most everything in life, online shopping comes with advantages as well […]

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Thinking of money

M is for The Magic or Madness of Money and the Brain

Today’s neuroscientist and psychologist are studying what happens inside our brains when we think about money. Researchers in the emerging field of neuro-economics are finding that our thoughts on money create a great deal of brain activity that may powerfully influence our thoughts and actions. So, what message does the thought of money send to […]

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Should I Stay or Go Two Way Road Signs Make Decision

I is for Should I Stay or Should I go now?

We all desire relationships that grow succeed and make us happy. We long for comfort, understanding, support and companionship from another. Most of us believe love is the greatest gift we can give, and the greatest gift we can receive. Then why do so many of us end up in failed relationships and divorce? Do […]

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Girl solaces sister because of broken cell

H is for How Helpful is Your Smart Phone?

    Over the past ten years smart phones have rapidly changed from a simple communication device to an incredibly valuable tool for everyday life. Think about the power we now have at our fingertips; the ability to look up any information we please, to get in contact with whomever we want at the touch […]

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Giddy to Glum

G is for Going from Giddy to Glum

Congratulations! You got your college degree; this is something to be giddy about. After all you spent four years or more of your life working hard to achieve this goal. You should be happy and proud! So don’t let the fact that a year later, you haven’t already found the perfect career make you glum. […]

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Trust, Colorful words hang on rope by wooden peg

F is for Favor Fiduciary Advisors

Long has been the debate over uniform fiduciary rule in the investment world.  Should Broker/Dealers and Registered Investment advisors continue to have different standards of care when providing personalize investment advice to clients? Or should fiduciary standards be implemented to all regardless of whether the provider is a registered investment advisor, a broker/dealer, or another […]

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Blackboard concept for leaving your comfort zone behind and moving in to the real life

C is for Choose to Challenge your Comfort Zone

“Dare to learn, to be different, to set your goals, to move out of your comfort zone, to be persistent.” ~ Unknown Your comfort zone is a space that provides you with a feeling of safety. It’s where you seek patterns of the familiar and try your best to exclude anything uncomfortable. Staying in your […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.