With everything that is going on in today’s economy, you might be wondering if your finances are in a good place? But where do you go to get that advice? Over 90% of financial advisors in the US are not legally bound to act in your best interest, so who can you trust? When you […]
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 […]
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 […]
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? […]
As a fan of the FIRE (financial independence retire early) movement, I thought I’d try a side hustle, one of the FIRE recommendations. Since I have pinecones that fall on my driveway all year around, I decided to collect them and sell them on craigslist. I have two kinds of pinecones; those from European pine […]
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 […]
Starting an e-commerce website is an exciting opportunity to pursue your passions and create a profitable income stream in retirement. Retirement is a time when you finally have the opportunity to do the things you love and explore new avenues. Whether it’s traveling, spending time with loved ones, or finally starting that business you’ve always […]
Welcome to the world of retirement, where the days are long, the nights are quiet, and the possibilities are endless! If you’ve been dreaming of the day you can finally explore your passions without the constraints of a 9-to-5 job, congratulations, you’ve arrived! This article is your go-to guide for rediscovering your passions and embracing […]
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 […]
Here’s something you should know about Medicare Advantage plans: the vast majority of these insurance policies require prior approval before a person can receive some medical treatments and services. Historically, that was not the case, and prior authorizations are still very unusual for people who are enrolled in original Medicare and a Medigap supplement. But […]
