Life is full of unexpected twists and turns. While we may start off in one career, our experiences might show us other areas we want to pursue or open doors to new opportunities. That’s exactly how I found my way into a career as a financial advisor.
I like to joke that my entry into the financial industry was all thanks to a self-fulfilling prophecy! When I was in high school, I wrote a report about becoming a financial advisor when I was older, so I guess you could say I always knew the road I would take. In all seriousness, though, I’ve always had an interest in investments and financial planning, and once I realized that I could use that passion to help people pursue their financial goals and experience peace of mind, it was a no-brainer!
As millions of retirees around the globe begin to order on-line and Zoom with their grandchildren, it is important to remain vigilant when it comes to staying safe online. Here are six cyber-security tips that you can start utilizing today.
If you are nearing retirement, it's likely the onset of COVID-19 has left you questioning where you stand. We've outlined the changes in recent legislation and what you need to know now about your future income in retirement.
Have you ever had a pivotal life moment where the path ahead swiftly changed and new opportunities became clear? My hand is raised over here. What started with a seemingly mundane financial decision my wife and I needed to make turned into an unexpected career change. Here’s what happened.
Battling a global pandemic means confronting factors outside of our control — but there are still certain ways you can protect and manage your money during COVID-19.
