Wealth Manager vs. Financial Advisor: What’s the Difference?

What’s the difference between a wealth manager and financial advisor? We’ll talk about similarities between what wealth managers do and what financial advisors do, and how they may differ from one another.

Financial Resolutions to Take Into the New Year

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

How Much Should I Have Saved in My 30s?

When it comes to saving for retirement, people often ask their financial advisor, “How much should I have saved in my 30s?” Let’s take a look at where you should try to be with retirement planning during your 30s.

How Much Should I Be Saving in My 20s?

Wondering when you should start saving for a home or even begin a retirement savings plan? Start saving in your 20s will and get the gift of time and compounded interest.

When to Work with a Financial Advisor

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. And while financial advisors and …

Why Is Financial Planning Important for Relieving Stress? A Former NFL Players Perspective

Marques Ogden learned why financial planning is important – and now he tells you how financial planning has put his family back on track for future financial success..

Don’t Play Without a Coach: Why Working with a Financial Advisor Is Worth It

By Marques Ogden    Athletes don’t take to the field, to the pool or to the court without a trusted coach to help them train for optimal performance.  

The Opportunity in Change: How Changing Goals Change Financial Plans

During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …

How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

A Check Engine Light for Finances? 7 Key Indicators to Analyze Your Financial Health and Retirement Plan

Maintaining our health and our car – we often take these for granted, because it’s fairly easy for us to monitor and measure. Both the human body and modern cars have smart systems in place, like physical pain and check engine lights, that alert us to trouble that needs immediate attention. …

Managing Finances Like Football: Does Your Wealth Management Plan Have a Strong Offense, Defense and Special Teams?

In the financial world, when evaluating a family’s overall financial situation, we manage risk and we work to prevent something bad from happening to us. We work to not give up the big play, an unfortunate event that could derail a family’s retirement plan.

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