Everyone could use personal financial advice throughout their lives – whether it be choosing the best IRA, saving for your kids’ college, investing locally or globally, or even how to invest properly for your retirement. We’re proud to have partnered with My Perfect Financial Advisor for all of this great financial advice that you find on this page, and hope that you find it helpful, too. To learn more, you can visit myperfectfinancialadvisor.com.

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  • Financial Planning for Physicians and Delayed Gratification
    by Nicholas Stuller on October 26, 2020

    By Sam Rouman Physicians have committed a significant amount of their life to their work.  They spend years educating themselves, tens of thousands of dollars in tuition and related expenses, and have extended the beginning of their adult life often well […]

  • Intro to Roth Conversions
    by Nicholas Stuller on October 23, 2020

    By Lee Sherman One of the surest ways to maximize your retirement income is to limit your tax burden by paying those taxes now versus later when you may be in a higher tax bracket. Taking all or part of the balance from your traditional IRA and moving it […]

  • How Advisors Assess Your Risk Tolerance
    by Nicholas Stuller on October 22, 2020

    By Peter Mastrantuono Investment experts will tell you that the asset allocation decision is the most important investment decision an investor will make. The critical prerequisite to making a smart decision is determining an investor’s personal risk […]

  • Putting Idle Cash to Work
    by Nicholas Stuller on October 21, 2020

    By John Drachman While he makes a decent living as a marketing VP, Larry never considered himself rich. Then Covid-19 hit. Now, Larry’s company is managing perfectly well with most of its professional employees working remotely – and suddenly Larry […]

  • Why Lists and Rankings Make Bad Investment Tips
    by Nicholas Stuller on October 20, 2020

    By Thomas Kostigen One of the most popular story formats that you will read in the financial media is a list, sometimes dubbed a ranking. ‘Top 10’ lists, ‘best of’ lists, ‘worst of’ lists, ‘biggest,’ ‘smallest’—all these formats are […]

  • Get Phones and Other Advice for Robinhood
    by Nicholas Stuller on October 19, 2020

    By MyPerfectFinancialAdvisor Robinhood, the relatively new and very popular brokerage app that allows investors to buy stocks and fractional shares for no commission has been embattled with bad news in 2020. The most recent news of the past weeks is that […]

  • Pros and Cons of Paying Mortgages Faster
    by Nicholas Stuller on October 16, 2020

    By Lee Sherman Owning a home is something that many consider to be a rite of passage. So, if you can swing it, wouldn’t it make sense to pay your mortgage faster? Not so fast. Paying your mortgage faster doesn’t actually lower your monthly payment. In […]

  • How Savers Become Spenders
    by Nicholas Stuller on October 15, 2020

    By Peter Mastrantuono One of the least discussed adjustments when transitioning to retirement is the individual journey from being a saver to becoming a spender. Retirement present a unique and consequential challenge to all Americans: How to make their […]

  • Playing the Retirement Catch-Up Game
    by Nicholas Stuller on October 14, 2020

    By John Drachman According to the Insured Retirement Institute (IRI), as boomers have grown closer to retirement age, their confidence in their readiness to retire has declined over the last decade. IRI’s recent report, Boomer Expectations for […]

  • Should You Invest in a SPAC?
    by Nicholas Stuller on October 13, 2020

    By Thomas Kostigen Special Purpose Acquisition Companies, or SPACs, are becoming all the rage in the investment community. They target investors who like the idea of building growth through buying—rather than building—companies, and profiting from the […]