Rick's Weekly

How to Keep Your Retirement Plan On Track

As a financial planner, I like to keep in mind that no matter how well thought out a plan is, success is based on your ability to adjust it. This is what I base my financial philosophy around, and how I work to protect my clients in unexpected and uncertain times. Despite the twists and turns that you will encounter in your financial lifetime, there's a few things that you can do to help keep your financial future on track. Retirement planning is a long expedition (the longer you have on this expedition, i.e. the sooner you start planning, the better) and it's important to do what you can, control that which you can control, and keep your planning in line with reality. [...]

Are You Spending Too Much?

I give a lot of financial advice, which is probably why they named my profession "financial advisor". When I speak with people individually, I give specific advice on how they can be more financially secure and responsible. These answers are different for every person and every situation, but in all of my experience and conversations as a financial advisor there is one basic piece of advice that I think can put every individual in a better financial position. It's advice that I watched my parents live by, and advice that I have always tried to live by. Honestly, it's probably advice that nearly everyone tries to live by, and likely thinks that they are living by. [...]

Protecting Your Identity

It shouldn't be news to you at this point that Equifax, one of the three largest credit reporting agencies in the country, was recently hacked. The hackers were able to gain access to consumers' names, dates of birth, Social Security numbers, addresses and, in some cases, more. That information is extremely powerful in a digital world, and the number of consumers affected totals 143 million. [...]

Keeping Your Finances Secure During Natural Disasters

Now, I understand that compared to your family's safety, your home, and your community as you know it, your finances may seem insignificant; but protecting your finances can provide some measure of peace during an otherwise stressful situation. Let me share some ideas of how to help protect yourself financially, if you are ever facing such an event. [...]

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