Financial Planner for Widows & Military
Being a financial advisor/planner is personal to me. Not only is this a job I’m absolutely passionate about, it’s also about how I personally have benefited from having my own financial advisor. When I was grappling with grief and loss, I depended upon my financial advisor as a trusted companion to help guide me through …
WSFP’s Answers to 10 Questions to Ask When Hiring a Financial AdvisorRead More
I’m a financial advisor who hired my own financial advisor — here’s the 10 questions I asked to interview them. Now you can use them too. Hiring a professional financial advisor can be a challenge. After all, your advisor will know all about your finances and help you make big financial decisions. You need someone …
10 Questions to Ask When Hiring a Financial AdvisorRead More
Every day I see evidence that we are still in the midst of New Year’s resolutions season. My gym is much busier than it was in the preceding months and social media is plastered with people tracking or sharing their newfound focus on goals. My guess though based on years of observation (and my own …
Most Important Financial Decision of Your Life For most military retirees, the Survivor Benefit Plan (SBP) is often the most important decision of your financial life. It can also be among the most confusing, emotional, and uncertain. In almost every case, you must make a one-time irrevocable decision that will have lasting impacts for decades. …
What is financial planning about? This is a common question I get asked. After all, isn’t financial planning just something we do as a part of our lives? Why should you hire a financial planner to help you? Why can’t you just implement all of this financial advice on your own? Intellectually speaking, there’s no …
Lessons Learned in my Grief Journey The death of your spouse tops the charts as the number one most stressful event in life. I know. This happened to me when I became a widower two years ago. I learned a lot in that experience. Here are some of the most important lessons I took away …
Advice for the Newly Widowed – Perspective from a Fellow WidowerRead More
Why Fee-Only? There are very few products or services out there where the consumer doesn’t really know the cost of what they’re getting. But when it comes to financial advice, what you don’t know can really hurt you. For example, many financial advisors offer a “free financial plan.” What clients don’t know is that that financial plan can …
There’s nothing quite like the loss of a spouse at a young age to make you step back and think. After I became a widower at 31, I spent quite a bit of time journaling and reflecting. Here are some of the three most important things I’ve learned. I hope that by sharing my story I …
