How does your financial advisor really get paid?
As a financial advisor for two decades, I have seen a lot – both with clients and with other financial advisors. I have come to …
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Questions to ask a Prospective Financial Advisor:
What are your credentials and experience in working with people like me? Chris Toadvine is a CERTIFIED FINANCIAL PLANNER™ (CFP®), has a Master of Science …
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Planners vs. Plumbers
When was the last time you took a cold shower? For me, it was this past Saturday and… WOW! It had been a very long …
Underweight, Overweight, or Market Weight?
A point of reference for building your portfolio In my work with investors, there are certain themes that are so common they are predictable. For …
6 Financial Things your Widow(er) Needs to Know…
There is a saying about relationships that ‘opposites attract’. In my experience, that seems to be true. Financial author and speaker Dave Ramsey sums it …
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With interest rates so low, should I even have bonds in my portfolio?
Even race cars have seatbelts. And while most of us do not drive a race car, we recognize the benefits of wearing a seatbelt to …
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4 Things to Consider Before Cashing-in Your Annuity
According the Secure Retirement Institute, in 2019 Americans bought $241.7 billion worth of annuities. Actually, it would be more correct to say Americans were sold …
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What Do You Do When You Can No Longer Do for Yourself?
I have been in practice long enough to see a lot. Everything from investment scams to complete strangers named in wills to near paupers finding …
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What Are the Key Ingredients of a Well Curated Financial Plan?
According to Gallup only 30% of Americans have a long-term financial plan. And yet, I believe the process of financial planning can benefit anyone. Financial …
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Evidence-Based Investment Practices™
If investing were medicine, would your portfolio make you sick or help you get better? What do I mean? Well, in the medical field much …