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11 May '16

Do We Need a Financial Plan?

Written by Lina O'Nill in Retirement Planning
Notepad

Do any of these questions sound familiar to you? Can we retire soon or how much longer do we have to work? Should we collect Social Security at age 62 or wait until full retirement age (and what does that…

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04 Mar '16

The Most Common Investment Mistakes

Written by Steve Garcia in Investments

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In today’s video we discuss some of the common investment mistakes made by novice investors and how having a financial advisor would have helped to mitigate these mistakes.

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25 Jan '16

Is Your Financial Advisor On Your Side?

Written by Steve Garcia in Financial Planning
Business Woman

Many investors seek help in managing investments, but the quality and type of help they seek can vary dramatically depending on one small little detail — who’s paying your adviser? In turn, that begs the question… is your adviser on…

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19 Nov '15

How Much Life Insurance Do You Need?

Written by Steve Garcia in Insurance
Coin

Life insurance is rarely a topic that consumers like to think about, talk about — or even do anything about for that matter. Recent statistics show ownership of life insurance policies is at the lowest level in decades: One in…

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