'Retirement Isn't About Money': How Casey Weade Is Helping People Find Freedom in Life After Work
Becoming successful won't make you happy - unless you're intentional about it.
Your Financial Planner Shouldn't Manage Your Investment Portfolio
At first glance, you may find the title of this article confusing. You may be thinking to yourself, “But isn’t that their job?” While historically speaking, you are correct, it’s just not that way anymore.
Warren Buffett Says the Secret to Success Is Saying 'No.' Do Experts Agree?
Billionaire and Berkshire Hathaway CEO Warren Buffett once said, “The difference between successful people and really successful people is that really successful people say no to almost everything.” We asked these accomplished leaders and Advisors in The Oracles if they agreed with Buffett. Here’s what they said.
8 secrets to getting everything you want in life
Having it all comes down to having the right mindset. Business leaders and advisors from The Oracles let us in on how they achieved their dreams — and how you can, too.
Confessions Of A Financial Advisor - Three Mistakes To Avoid
I have made many mistakes over my years as a financial advisor. But I learned from all of them and used those experiences to better my practice. What follows are some of the biggest mistakes I made early in my career and how others can avoid them.
5 Tax Strategies for Small-Business Owners
Many small-business owners don't take full advantage of the opportunities available to them to reduce the amount they pay in taxes. Here are 5 often-overlooked tips to consider.
Is Your Financial Adviser Truly Independent?
Even if the firm you’re working with uses the word “independent” in its name, you need to dig deeper to make sure your adviser is putting your best interests first.
You Don’t Need a Financial Planner … Unless …
There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here's who can go it alone, and who should seek some advice. Which category do you fit into?
4 Questions to Ask Before Adding an Annuity to Your Retirement Plan
Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent adviser and understand WHY each product is being recommended.
Investing In Uncertain Times: What You Need To Know
Sometimes, when you catch up on the latest news, you worry. To help guide worried investors, members from the Forbes Finance Council offer this advice.
8 Tips For Protecting Yourself Against Unexpected Downturns
How can one protect his or her investment portfolio against unexpected downturns? Is it better to diversify heavily, or should one simply keep strong cash reserves in order to take advantage of market changes?
Stash Away Some Cash As Part Of Your Wealth Management Plan
Do you ever ask yourself, “If ‘cash is king,’ why does my financial professional always want me to stay fully invested?” Who does it benefit most?