Posts Tagged With ‘ FEATURED ’

When it comes to optimizing your financial wellness, many believe that expert and unbiased financial advice is too expensive or out of reach. But that’s not always true. It’s essential that you understand how your financial advisor is compensated, so you can truly trust advice that could make or break your retirement goals. You don’t have to get your financial advice from someone selling a financial product or service, and earning commissions. Investor advocate and Wealthramp founder Pam Krueger joins Gayle Guyardo, host of nationally syndicated health and wellness show Bloom in Tampa and... Continue Reading

For many couples, no amount of therapy, date nights, chocolate or flowers is enough to keep their marriage going. When divorce becomes the only option, it’s important to start planning because the process is often emotional. That’s especially true when it comes to handling the financial aspects of divorce. You can get caught up in all the legal negotiations and miss things that eventually turn into costly mistakes. The fact is the cost of a divorce can far exceed just attorney fees. And, while conventional thinking tells you that ex-spouses split everything 50/50, the financial impact of divorce... Continue Reading

Sometime during my Holiday Season musings, I came across two posts from the editors at LinkedIn News. Since I detected no tongues in cheeks, I took them to be evidence of the extent to which we’ve become purely reactive; that is, in the absence of critical thinking, questioning, and anticipation, we observe and react. That’s all. Everything is new and novel to us, a constant process of discovery and re-discovery because we don’t think, we don’t study history, and we’d choose not to remember it if we did. A rule of thumb for sharing information, in writing or in formal presentations,... Continue Reading

How I Got Started I started out going to college and learning that I was extremely interested in working with numbers. After graduating, I decided I wanted to pursue becoming a CPA. After I finished up my Master’s, it was around 2008 and as many are aware, the market crash happened, so I ended up moving to New Jersey. I had a family friend pull me aside while I was back and they told me about how their financial advisor was hiring interns for the summer. With the market in the hole and job opportunities scarce, I immediately jumped at the opportunity. Over time I have really enjoyed helping people... Continue Reading

Good night holidays, good morning New Year’s resolutions Ahh the joy of the holiday season as friends and family gather around the tree, menorah, kinara or Festivus Pole. A chance to get caught up with everyone, dust off some board games and remove the tinsel from the carpet before the cats do. Turns out that Aunt Eunice’s bunions are still troublesome and Uncle Jeffrey got turned down for the big promotion at work. On the plus side, only a couple of relatives stretched their stay beyond the New Year and your mother-in-law brought a Bundt cake this year. And, as often happens, the holidays... Continue Reading

Billionaire Warren Buffet still lives in the house he bought in 1958 for $31,500. Mega-star Keanu Reeves is worth over $350M but says he’s happier living a modest lifestyle rather than in a Hollywood mansion. In fact, he didn’t own a home for many years after he became a famous, high-paid actor. And Virgin Group mogul Richard Branson admits he doesn’t waste money on possessions and clothes.  “The idea of having a possession that is there just as pure luxury, and is not actually paying its bills, is something which I’d be embarrassed about.” Branson told The Guardian in... Continue Reading

Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s a compensation structure to which we’ve become accustomed. They make money when you make a purchase related to the services they provide. But when it comes to commissions and financial advisors—whoa, hold your horses.  We’ve been conditioned to think that commissions and financial advisors shouldn’t mix. Is that the right approach?    Let’s look at it this way. Imagine you use a realtor to help you purchase a home; not just any home, but the right home... Continue Reading

Now Is the Time To Talk to a Financial Advisor About What These New Rules Mean for You Update Your Financial Plan Now The post Terry Savage, Richard Eisenberg and Pam Krueger Explain the New Retirement Law That Just Passed appeared first on Resources | Wealthramp.  Continue Reading

“People will forget what you said, what you did, but never forget how you made them feel.” Maya Angelou Practicing kind communication is essential to maintaining a person’s integrity, reducing stress levels and promoting general well-being. By Sheryl Stillman | November 29, 2022   “People will forget what you said, what you did, but never forget how you made them feel,” Maya Angelou wisely said. No matter the relationship, successfully communicating wants and desires is hard work. Add cognitive decline into the mix, and the... Continue Reading

Kindness is the language that the deaf can hear and the blind can see. ~ Unknown Many people appreciate that being kind is synonymous with showing you care about others.  On the other hand, others sneer at kindness in business and express the belief that if you’re too kind, you only set yourself up for others to take advantage of you. In fact, many people often show more kindness to animals than they do to fellow humans. I believe that whether it’s business or life in general, we’re dealing with other humans, thus there are always ways we can show kindness. It is true that in the stressful... Continue Reading