Today, as a society we tend to view financial success in rather cut and dry ways. A few things we tend to get hung up on when we try to achieve financial success include: a big house, fancy cars, flashy jewelry, or the highest paying job. Are these the things that are really going to […]
The recent announcement by the Department of Labor (DoL) establishing a Fiduciary Standard for retirement accounts is a watershed moment for consumers and professional advisors. The rule is a principles-based standard requiring advisors advising on retirement accounts (such as 401(k)s, 403(b)s and IRAs) to work in the best interests of their clients as opposed to […]
Profound misrepresentation is just one of the many ways the financial services field misleads customers with language. Language matters. Most financial services practitioners call themselves financial planners or financial advisers. But in reality, many, if not most, are salespeople selling products to earn commissions. Why do they call themselves financial planners or financial advisers? Because […]
Happy New Year ! I am writing you to summarize the following: An overview of 2015 Stock Market Performance (All Data from Morningstar) January nose dive (or normal market volatility) Why I’m always rationally optimistic (Stolen from the title of Matt Ridley’s Book– The Rational Optimist) – and why you should be too. 2015 Total […]
“Back-To-School” is a good time of the year to think about saving for your children’s and grandchildren’s education. There are several types of education accounts that you can choose from. We can help you plan education savings that may be right for you! Here are some facts about the different accounts: 529 Accounts – […]
Everywhere you turn you hear more and more instances of identity theft. As tax preparers, we see this when electronically filed returns are rejected because someone has already filed using a stolen Social Security number. This is the start of a time-consuming and frustrating process. Earlier this year, Turbo Tax suspended State e-filings due to […]
Time is one of our greatest assets, yet it often seemingly passes through our lives without much thought or appreciation. One aspect of this is how little time we spend planning for our futures. Americans on average spend more time buying a flat screen TV than planning for an IRA investment for their retirement years […]
We differ from most of our competitors in several ways. You should expect a lot from your financial advisor. First, we are compensated exclusively by a flat fee paid by our clients thereby allowing us to work solely in our clients’ best interests. Our clients can trust that we have no agenda other than their […]
Your twenties are an exciting time in one’s life and also an extremely important time to set the financial foundation for the rest of your life. In your 20s you must learn to transition from a lifestyle without significant responsibilities into the “real world” making your 20s a decade of tough lessons. Whether you’re on […]
Today, as a society we tend to view financial success in rather cut and dry ways. A few things we tend to get hung up on when we try to achieve financial success include: a big house, fancy cars, flashy jewelry, or the highest paying job. Are these the things that are really going to […]
The recent announcement by the Department of Labor (DoL) establishing a Fiduciary Standard for retirement accounts is a watershed moment for consumers and professional advisors. The rule is a principles-based standard requiring advisors advising on retirement accounts (such as 401(k)s, 403(b)s and IRAs) to work in the best interests of their clients as opposed to […]
Profound misrepresentation is just one of the many ways the financial services field misleads customers with language. Language matters. Most financial services practitioners call themselves financial planners or financial advisers. But in reality, many, if not most, are salespeople selling products to earn commissions. Why do they call themselves financial planners or financial advisers? Because […]
Happy New Year ! I am writing you to summarize the following: An overview of 2015 Stock Market Performance (All Data from Morningstar) January nose dive (or normal market volatility) Why I’m always rationally optimistic (Stolen from the title of Matt Ridley’s Book– The Rational Optimist) – and why you should be too. 2015 Total […]
“Back-To-School” is a good time of the year to think about saving for your children’s and grandchildren’s education. There are several types of education accounts that you can choose from. We can help you plan education savings that may be right for you! Here are some facts about the different accounts: 529 Accounts – […]
Everywhere you turn you hear more and more instances of identity theft. As tax preparers, we see this when electronically filed returns are rejected because someone has already filed using a stolen Social Security number. This is the start of a time-consuming and frustrating process. Earlier this year, Turbo Tax suspended State e-filings due to […]
Time is one of our greatest assets, yet it often seemingly passes through our lives without much thought or appreciation. One aspect of this is how little time we spend planning for our futures. Americans on average spend more time buying a flat screen TV than planning for an IRA investment for their retirement years […]
We differ from most of our competitors in several ways. You should expect a lot from your financial advisor. First, we are compensated exclusively by a flat fee paid by our clients thereby allowing us to work solely in our clients’ best interests. Our clients can trust that we have no agenda other than their […]
Your twenties are an exciting time in one’s life and also an extremely important time to set the financial foundation for the rest of your life. In your 20s you must learn to transition from a lifestyle without significant responsibilities into the “real world” making your 20s a decade of tough lessons. Whether you’re on […]
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P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com
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