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Why You Need To Add A Retirement And Income Specialist To Your Money Team
Retirement Planning

Why You Need To Add A Retirement And Income Specialist To Your Money Team

"Being a "jack of all trades" may not be an ideal qualification for your financial advisor."- George Politarhos Building a financial advisory group consisting of qualified and trusted experts is an effective way to ensure your wealth is maximized and protected. Just as the medical world has specialists trained in the nuances of a particular [...]

By George Politarhos|2020-08-14T16:36:47+00:00August 14th, 2020|Retirement Planning|

Financial Planning for the Divorced Woman: You are in Control!
Estate Planning

Financial Planning for the Divorced Woman: You are in Control!

Women need to understand their rights in a divorce “The impact a divorce has on women’s finances cannot be overstated. The financial literacy gap, the lack of involvement in long-term financial planning during their marriage, and their higher likelihood to end up in poverty place divorced women in a vulnerable position.” -Worthy.com If you’re a [...]

By Bill Broich|2020-04-12T23:35:47+00:00April 13th, 2019|Estate Planning|

Robo Advisors And The Loss Of Customer Service
Financial Planning

Robo Advisors And The Loss Of Customer Service

The financial industry is re-training their customer base to accept robo-advisors as actual customer service. What is the cost to consumers?

By Bill Broich|2020-04-16T18:29:05+00:00March 21st, 2019|Financial Planning|