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 […]
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 […]
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 […]
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 […]
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? […]
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 […]
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 […]
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 […]
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 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 […]
