Today, in "Financial Coach vs Financial Advisor", we will compare the two primary professionals who offer financial advice. When it comes … [Read more...] about Financial Coach vs Financial Advisor
Financial Planning
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Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124
One of the most common questions I get is, "Are annuities a good investment for pre-retirees or retirement and pre-retirees?" Because there … [Read more...] about Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124
Real-Life Scams, Financial Fraud, and Detections – Ep123
From heartbreaking schemes using your children and grandchildren to target you, to Ponzi traps dressed up as investments, and even romance … [Read more...] about Real-Life Scams, Financial Fraud, and Detections – Ep123
5 Steps for Fraud Detection and Resolution – Ep122
Have you ever received a suspicious email or phone call that made you pause and wonder, "Is this legit?" Well, you’re not alone. Fraud is on … [Read more...] about 5 Steps for Fraud Detection and Resolution – Ep122
Creating a Total Return Portfolio – Ep121
A critical element to a successful retirement is achieving your required portfolio return. Many investors plan to accomplish this goal by … [Read more...] about Creating a Total Return Portfolio – Ep121
4 Reasons the Best Investment Strategy May Fail – Ep119
Investors choose and follow what they believe is the best strategy for them, but these sometimes fail to get the desired results. Today, … [Read more...] about 4 Reasons the Best Investment Strategy May Fail – Ep119
