Getting Control Over Your Money is Critical to Success in Life! The process involves four steps: Know Where You Are. Know Where You Want to Be. Have a Written Plan to connect the two and finally, Take Action. It's pretty simple - but it isn't easy. Working with an ALTUS Wealth Coach will help you stay on track.
WealthHealth Radio - 2008-07-05 - Choosing an Advisor
Written by John D. Buerger, CFP®
Saturday, 05 July 2008 14:30
Wealth Health Radio
Check out the Wealth Coach on the Radio!
ANSWERS TO QUESTIONS - We answer a range of questions that had been emailed into us the past week plus take some phone calls.
What are good investments for these uncertain economic times? - I brief primer on the basics of a balanced, global asset allocation.
Can You Be a Do-It-Yourself Planner - Discussion of the main reasons why we believe you should have a professional helping you with your financial strategy. However, there is no law that says you cannot do it yourself - we just don't think the results will be in your best interests.
Should I Change My Financial Advisor? - The Wealth Coach discusses the criteria that should be used when deciding to stay with your financial and investment advisors.
Sad Estate Planning Story- Cites an example in the news that demonstrates WHY having both short term and long term guardians - and making sure that information is available to authorities - is critical to building a secure future for your family.