I spend most of my time as a Financial Advisor telling my clients not to try to time the market. Study after study shows that no advisor can consistently time the market, as you have to be right not once, but twice. First, you have to guess when the market will begin to tank, sell it all, then know when to jump back in after the market has bottomed out and is ready to take off again. But there is one exception to when I can confidently say that you should and could time the market, and that . . .
Leveraging your divorce to maximize college financial aid for your child
Author: Robert J Falcon, CPA, MBA, CFP® Candidate
Release Date: 4/3/17
There are many complexities associated with sending your child off to college. Perhaps the biggest factor that keeps parents up at night is the cost of college. Unfortunately, at $25,000/yr for in-state public institutions to $50,000/yr at private institutions, a 4-year education can approximate that of a small starter house. Multiply that by 2 or 3 kids, and the cost approximates that of a very nice house. Unfortunately, many students are taking on huge loans without regard to their . . .
Last Fall, I was speaking with a former pharmaceutical colleague of mine (let’s call him Greg), and the topic of Financial Advisors and their services came up. Greg was quick to tell me that he was already working with a “Financial Advisor,” and he mentioned the name of the well-known wire house that his Advisor worked for. Greg had been working with his Advisor for over 10 years, and he noted that the Advisor had won a number of awards from his company. Over a period of . . .
A personalized comprehensive plan that transitions you smoothly into retirement!
Release Date: 5/9/16
Everyone starts the journey into retirement at different times, for different reasons. OneSource Retirement Advisors offers a unique, multi-disciplinary approach to retirement transition. We are the experts in investment management, tax planning, and estate counseling, going beyond traditional financial boundaries to ensure peace of mind in retirement.
There is a myriad of retirement considerations: planning how to pay yourself, social security changes, . . .