There is no perfect investment strategy; however, it is hard to argue against a buy-and-hold strategy for a globally diversified […]
At the beginning of the financial planning process most individuals want to get right to the numbers: How much do […]
It was announced this week the city of Fishers, the home of RLS Wealth Management, has plans for a $157 […]
Depends. It depends on how you are looking to measure your financial advisor’s success. It is very common for clients […]
Originally posted October 15th, 2016 Contrary to the beliefs of a veteran financial advisor recently interviewed in an industry magazine, […]
fiduciary adjective fi·du·cia·ry | \ fə-ˈdü-shē-ˌer-ē , -shə-rē , -ˈdyü- , fī- \ Definition of Fiduciary (Entry 1 of 2) […]
In the last note, we covered what a financial plan is. In this note, we are going to cover what […]
We’ve grown accustomed to a 40-page binder with charts, graphs and a bunch of words as the hallmark of a financial plan. But, what if I told you a financial plan could be 4 or 5 pages, or even 1?
Well, it’s true.
But the truth is, it’s not the size of the document that determines if a financial plan will be a success or not; size does not a successful plan make. Instead, it is the contents of the plan–the areas of your financial life covered, the analysis, and the recommendations that lead to a successful plan.
Yes, the charts and graphs are helpful visuals, but they do not help you make progress toward your goals.
If you are a teacher in Indiana, there is a very good chance that you have a HRA (Health Reimbursement Agreement) […]
Beginning February 1, 2016, retirees of the Indiana State Teacher Retirement System may notice a slight change in their […]