On Oct 23rd we had the privilege of volunteering at the first Philadelphia Financial Planning Day. Attendees met one-on-one with financial planners to discuss their personal finance questions, concerns and interests. In addition they had the opportunity to select from a series of 50-minute educational workshops. The free event was held at Ben Franklin High [...]
What's more American than baseball, July 4th or apple pie? . . . . . it's the prenuptial agreement! You know what we're talking about. The "prenup" as it's come to be affectionately known is that device used by many a terrible movie, TV show and book to manufacture conflict. Well, maybe. More accurately the [...]
In our Sept 15th post we referenced an article highlighting the public's confusion over fiduciary standards. A new survey supports the idea that a single standard is warranted. Consider these findings from a recent Infogroup/Opinion Research Corp survey: 91% believe brokers should follow the same fiduciary standards as investment advisers 96% believe insurance agents should [...]
So who is and isn't looking out for the best interests of clients? Think it's your stockbroker? Three out of four Americans think so. Three out of four Americans are wrong. Find out more here.
To quote Henry David Thoreau the man who constantly and desperately visits the post office seeking correspondence from others "has not heard from himself in a long while." Similarly as Eddie Vedder wrote in Grievance, "For every tool they lend us...a loss of independence." Luddites we are not yet we are not blind to the [...]
A common question we hear from our clients is, "How do we teach our kids work ethic and the value of money?" There's no magic bullet or single perfect solution. We've come across many tips through the years - some silly and some useful. One that was of particular interest is using an ATM to [...]
History has its share of hotly contested debates. Free state or slave state? Pro-life or pro-choice? Democrat or Republican? Coke or Pepsi? A less prominent war rages on between those who believe focus is the key to productivity vs. those who believe doing several things at once is the way to go. Who's right and [...]
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