If you’re new to my blog, please start here.
Financial advisors are encouraged to identify who their “ideal client” is. The idea is that it’s just impossible for a financial advisor to be effective if he or she serves a wide variety of different types of clients. Here is my definition of an ideal client for my firm.
While working over the years, you’ve probably thought on more than one occasion about retirement. You’ve probably asked yourself, “When will I retire?” And after contemplating your answer, you were probably left with the question of “how much money do I need to have saved in order to retire?”
When my wife told me she was pregnant with our first child, I was excited and nervous. But then I did something that would seem unusual to most people.
Planning for retirement is no easy task. Here is how to narrow down your choice in financial adviser since it has a long-lasting impact on your future, and it’s important that you know as much as possible before making a decision.