Posts Tagged With ‘ FEATURED ’

When it comes to money and relationships, it’s important to be on the same page. But what if you’re not? Investor advocate and Wealthramp founder Pam Krueger, joined by Wealthramp network advisor, Bob Carroll, CPA, CFP®, CDFA™, went on the air in Cleveland to talk to viewers about the importance of working together with your partner to navigate your finances. If you’re struggling to align your ideas with your significant other or just need help with deciding which strategies make the most sense for your family, it can be helpful to work with a fiduciary, fee-only financial... Continue Reading

In case you didn’t happen to be looking for them, it’s my pleasure to report that the FBI has released its supplemental 2021 hate crime statistics. Whew! I was afraid they’d never be released. Here’s what you missed: The FBI’s Uniform Crime Reporting (UCR) Program released a 2021 hate crime statistics supplement about bias-motivated incidents throughout the nation … This supplement allows for a more complete representation of reported hate crimes in the US for 2021. Nationally, reported hate crime incidents increased 11.6% from 8,120 in 2020 to 9,065 in 2021. How about that? Are... Continue Reading

What if I told you the world of providing financial advice has greatly evolved in the last decade? Do you know how it has changed and if you’re still taking an “old-school” approach to planning your finances? It used to be that financial planning was an “add-on” service for wealthier clients with enough assets to be professionally managed. The emphasis was on the return of the assets and not much else. Meanwhile, the average person, especially one starting out in a career, had little to no opportunity to receive any planning advice. However, some of today’s financial advisors haven... Continue Reading

We sometimes come full circle back to our first love, and in this case, it is music. Meet Arlis Walker, frontman for The Southern Outlaws Band. He hails from the backwoods of WV, and has a strong background in music having left it behind, becoming a sheriff, only to find himself at a crossroads. The universe always seems to find a way to bring us home to our roots. Through some tough life trials and tribulations, a deep part of his soul made a choice to live life to the fullest and the winding road led him right into the arms of his heart song. Read on, and learn more about Arlis Walker and his... Continue Reading

Over 90% of financial advisors in the US are not legally bound to act in your best interest. That’s because they’re just sales people, who are paid commissions to recommend things like annuities, insurance, etc. How are you supposed to know if what they’re telling you is truly thoughtful advice, or just a sales pitch? Investor advocate and Wealthramp founder Pam Krueger joins Maggie Rodriguez, host of Daytime Tampa and local Wealthramp network advisor, David Frisch, CPA, PFS, CFP® of Frisch Financial. Together, they break down what it means to be a fee-only, fiduciary advisor,... Continue Reading

While waiting in a doctor’s office last week, I came across this article in the January 30/February 6 edition of Time: “How India Became the Most Important Country in the Climate Fight”. The article noted the difference between the poor state of Jharkhand, in east India, that mines coal (bad) — and Rajasthan, a state in northwestern India, that has wind turbines and solar panels (good). As an indication of Jharkhand’s badness, the article says this: India will soon be the most important country in the climate change effort … India contributes 7% of the emissions that cause global... Continue Reading

Sarah is a highly respected  therapist, author, and speaker, with over 30 years’ experience nearing retirement age. She’s also a hands-on investor who knows what she wants. Sarah was searching for a highly qualified fiduciary advisor with the right expertise for her situation, and who would be responsive to her needs. Sarah found her way to Wealthramp by filling out a simple survey she found on Instagram. She didn’t really expect to find a needle-in-a-haystack advisor this way, but took a chance.  Sarah had already met several advisors that weren’t the right fit. Like many people, she... Continue Reading

There are a lot of financial advisors out there, so how can you tell that your financial advisor is really working in your best interest? They may say they put your financial interests first, and they may even believe that they are. However, unless they are a Registered Investment Advisor (RIA) legally held to a fiduciary duty to act in the best interest of their clients, their loyalty may be to the firm they work for, not you. Financial advice is an industry, not a profession. While no one can just call themselves a doctor or a lawyer, the guidelines for who can call themselves a “financial... Continue Reading

I recently had the opportunity to sit with the President in the Oval Office for a conversation about matters past and present. The transcript that follows has been edited for brevity and clarity. Editing it for sanity would have been too much of a stretch. In the transcript, I’m identified as YT (yours truly), and the President is identified as JB. YT: Mr. President, during your campaign for the presidency, you called a young woman a lying, dog-faced pony soldier. Can you tell me what that means? JB: I’ve never used that expression in my life. YT: Thank you. On another campaign stop, you... Continue Reading

The Secure Act 2.0 impacts saving and investing for just about everyone, and especially those about to retire. Are you ready to take full advantage of all the new retirement laws? Many people are relying on their financial advisor to understand and take advantage of all the new rules.  Investor advocate and Wealthramp founder Pam Krueger, joined by Wealthramp network advisor, Bob Carroll, CPA, CFP®, CDFA™, went on the air in Cleveland to give viewers a sneak peek into Secure Act 2.0, and explain why it pays to work with a fee-only fiduciary advisor now more than ever. If you’re thinking... Continue Reading