Relationships exist between two or more people, but we also develop relationships with things. My wife would suggest I have a tumultuous relationship with my golf game. Others may find themselves in relationships with investments statements. How we mentally frame and...
Character trust and competency trust are separate issues. Character trust is derived from believing a person has your best interest at heart and liking them. Competency trust exists when you believe they can do the task expected and required to meet stated objectives....
Consider This Program with Joe Clark, CFP, and Grant Soliven, AIF. In this segment we will cover: Fiduciary risks are becoming a buzzword with such prominent use. Proposed legislation mandating fiduciary standards may have failed, but they at least prompted many to...
Consider This Program with Joe Clark, CFP and Aaron Rheaume, CKA®. In this segment we will cover: Do I need to hire a Financial Advisor is a question many folks as themselves. The critical questions to ask yourself would be, Why do I need to hire a financial advisor?...
Consider This Program with Joe Clark, CFP and Angi Kinser. In this segment, we will cover: You need to be aware of conflicts of interest when it comes to hiring a new financial advisor. We all have conflicts of interest in one way or another, even myself at Financial...
Ask yourself this question: when was the last time you asked for an answer, heard something you wanted to hear, and then choose to get a second opinion? It’s not natural to question answers we hope to hear. This is critical in retirement planning whether you are...