financialadvisor Tag Posts Index

I am not a financial advisor: Why I make this statement

In this publication I am going to be explaining: Why I make the statement of "Not being a financial advisor" It is been a while since I decided to focus

Financial Advisor vs. Financial Planner: Understanding the Differences

Managing finances is not an easy task. You may need a professional guide who is an expert in giving financial advice to help you make informed decisions. While selecting

Thats Me #IntroduceYourself

Hey Hive lovers! Here's some more information about myself, in case you're wondering "Who actually runs this blog" ? My name is Matthias. I was born in

Choosing the Best Financial Advisor

Many people don’t mind talking about how they make their money or how their career has evolved. Nevertheless, try asking what they are doing with their money and

Life Changing Books to Read

People often ask me, “what's in your library?” “What book is on your office coffee table?” “what book are you reading right now?” Here is a list of books that I

Tax Deductions you probably didn’t know you can claim this year

As we wind down the 2018 year with only the last quarter to go we all demise tax season which is upon us. I bet there are a lot of people who aren’t familiar with

Did You Know You Can Freeze Your Credit Report For Free?!?!

Friday, September 21st was the last day credit report bureau could no longer charge to freeze your credit. Before September 21st, 2018 credit report bureau’s used

Wealth DynamX: Like A Financial Advisor But Better

You should have a financial professional. We can all agree with that statement. That’s someone who educates you, increases your certainty about money, and makes

Did your credit score drop?

Do you know why your credit score just dropped? Your credit score could have dropped since the last time you saw it. Do you know why that happened? The more you

How long will $1 Million last you for retirement?

Everyone knows saving for retirement is important, but do you know how much you need to save for retirement? This is where my job comes in. Do you have any idea?

Here are a few things I wised my clients new about retirement planning

A recent study from the Indexed Annuity Leadership Council published an article stating that about 3 out of 5 Americans will find themselves working longer to meet

When most people seek out financial advice they are not confident on who to turn to

You remember that feeling when you were a freshmen in high school and walked into a larger campus that uneasy feeling, or maybe you can go back to your freshman

How to tell if your 401(k) is optimized for your plan

I used to take my old employers word for how good my 401(k) plan was. For the first 10 years into my plan I never touched it, then as I educated my self I started

Whats the #1 thing that wealthy people have that you don't have?

Did you know that a small simple Roth IRA can turn out to become the most valuable account worth over millions of dollars? This happens to people often. A report

Did you know your credit score can influence how much you pay for life insurace?

How does your credit score help set your life insurance rate? First, off I'd like to state that not all insurance companies use your credit score as a factor when

Is there a better date to make an extra payment on your mortgage?

The Mortgage payment schedule Your mortgage payments are set up for you to pay the same each month, but there is a difference in the relationship between the principal

Don't do what everybody does with your old 401K's!

Don't do it! The days agone when our grandparents worked over 40 years with a company and received pensions through their employers, nowadays it is the norm to hear

A 5 Step Guide to a secure retirement

Do you have a plan for retirement? Whats your Plan? retirement seems a long way off to some of us its only about 20 years away, hopefully?!?! So whats the #1 question

How to Select the Right Financial Plan

I can remember in 2013 as a new financial advisor, I was meeting with a client one day. These particular clients were good friends of mine and I had known them since

BITCOIN CRASH...HOW LOW WILL IT GO BEAR MARKET

Bitcoin Crash...How low will it go? Is Bitcoin and Cryptocurrencies in a bear market? (Some of these links are affiliate links and will provide me a small commission