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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  • Vital Considerations for Perpetual Trusts
    by Nicholas Stuller on August 25, 2022

    By MyPerfectFinancialAdvisor For families that have achieved wealth levels sufficient to want to leave a financial legacy for generations, a Perpetual Trust, also known as a Dynasty Trust, can be an incredibly beneficial planning tool. However, there are […]

  • Research Tools Every Investor Should Use
    by Nicholas Stuller on August 4, 2022

    By MyPerfectFinancialAdvisor Very often investors will hear their advisor suggest investments or strategies and despite not understanding what the advisor is proposing, will nod and smile for fear of appearing ignorant. While this is a natural human […]

  • What Should You Do When Your Advisor Changes Firms?
    by Nicholas Stuller on July 21, 2022

    By MyPerfectFinancialAdvisor People change jobs and employers many times during their career. Reports show this can be as many as 12 times in a career lifetime, meaning every four years or so most people are working at a different firm. Financial advisors […]

  • Do You Need a Financial Planner or Asset Manager?
    by Nicholas Stuller on July 14, 2022

    By MyPerfectFinancialAdvisor There are two basic types of financial advisors: a Financial Planner and an Asset Manager. Do you know which of these two types you need? The first step is to define the two types. Financial Planner This type of advisor […]

  • Earn 9% or More with U.S. Government I Bonds
    by Nicholas Stuller on July 6, 2022

    By MyPerfectFinancialAdvisor The United States government has been issuing I bonds for over 20 years and they are a terrific way to earn high interest rates, with minimal risk. If you were to buy one of these bonds today, your interest rate would be […]

  • Should You Re-Do Your Financial Plan?
    by Nicholas Stuller on June 22, 2022

    By MyPerfectFinancialAdvisor If you have a written financial plan that was customized specifically for you after many hours of interaction with your financial planner, you are well ahead of your peers in the wealth management department. If you cannot […]

  • How to Invest in Times of Stress and Chaos
    by Nicholas Stuller on June 15, 2022

    By MyPerfectFinancialAdvisor No one can predict with accuracy how markets or interest rates will perform in the future. Likewise, no one can call the top or bottom of any particular market and repeat with precision such an act. There is one thing that can […]

  • For a Less Expensive 4-Year Degree Start with Community College
    by Nicholas Stuller on June 8, 2022

    By MyPerfectFinancialAdvisor It is no secret that the cost of getting a four-year is incredibly expensive and the skyrocketing expense is having negative effects that ripple through the economy. Students are saddled with enormous debt, parents are raiding […]

  • When to Take Advantage of Market Anomalies
    by Nicholas Stuller on June 2, 2022

    By MyPerfectFinancialAdvisor Throughout history, there have always been unusual changes in markets that turn out to be phenomenal investment opportunities. Wild changes up and down in the prices of stocks, commodities, and real estate can create life […]

  • Why Separate Finances are Risky to Families
    by Nicholas Stuller on May 26, 2022

    By MyPerfectFinancialAdvisor Many married American couples have separate finances and according to some surveys, they seem to be getting by just fine. However, couples who don’t combine budgeting, investing and other areas of their finances are […]