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Relentless - The Blog
7 Questions Parents Should Ask Regarding How to Pay for College
This is the second of a two-part series on College Planning. To read the first segment, click here.
Why Early Planning for College Matters: Insights from Our Family Journey
For the past 15 years, I've been discussing college planning with many of our clients, but now that...
Beyond the Million-Dollar Mark: Defining Your Retirement Goals
A number is not a retirement goal; what’s your goal, really?
Are You Being Burned By Variable Annuities?
A few years back, I met a prospective client — let's call him Peter. He came to me through a...
What Motivates Your Financial Advisor? What Motivates You?
When I think about people and their motivation in the realm of work, I think of three categories.
The Real Risk of Target Date Funds and How to Take Control of Your Financial Future
Just the other day, a friend called to tell me about a conversation she overheard.
5 Questions You’ve Been Told to Ask Financial Advisors (And Why They Won’t Help You Choose One)
With the extra volatile post-pandemic economy, potential changes in the tax landscape, and the...
A Financially Fit Life: Ben Beck on CrossFit, Investing, and Family
Today we speak with Ben Beck, CFP®, Managing Partner & Chief Investment Officer at Beck Bode, a...
From Clients to Advocates: How Financial Advisors Can Earn Referrals
I’ve been thinking about referrals lately: how to ask for them, whom to ask, when, etc., etc. There...
The Role of Leadership in Choosing the Right Financial Advisor
When I was younger I had a football coach whom I greatly admired. You know that expression you...
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