9 Ways to Nix Your Compulsive Shopping

Are you shopping to deal with stress and anxiety in your life and feel you don’t know how to stop? Learn the signs of shopping addiction and how to put an end to it. Although not formally recognized by the medical establishment, compulsive shopping can be a big...

2018 Tax Filing Key Dates for Your 2017 Federal IRS Tax Returns

Taxes are not gender specific. If you earn money, you pay taxes. Note the 2018 tax due dates below applicable for 2017 returns to help avoid penalties. You have an extra two days to file in 2018 as April 15th falls on a Sunday this year and Monday is a federal...

Why You Need a Second Opinion on Your Portfolio

Getting a second opinion on the health of your portfolio is as important as a second opinion before surgery. Two different financial advisors may give you two vastly different opinions. It’s critical you take as much care to ensure long-lasting financial health as you...

5 Ways to Cultivate Quality Referrals for Financial Advisors

We all know the best way to do business is through referrals. Current clients are an excellent source as they will want to tell others if delighted with tour service. How do you obtain additional referrals for others in your target market? You know your financial...