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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  • Smart Rules for Wealthy Young Investors
    by Nicholas Stuller on May 29, 2020

    By Lee Sherman They say you’re never too old to start investing for the future. But how about when you’re young? If you’ve somehow been lucky enough to acquire wealth at a young age, you’ll want to be sure to learn how to hold onto […]

  • Wealth Management for the Self-Employed
    by Nicholas Stuller on May 28, 2020

    By Peter Mastrantuono The conventional approach to wealth management isn’t always the best strategy for self-employed individuals and entrepreneurs. Knowledgeable financial advisors understand that business owners need to have an integrated wealth […]

  • It’s Your Funeral (Should You Pre-Pay?)
    by Nicholas Stuller on May 27, 2020

    By John Drachman Looking for something new to do while sheltering in place? Whether you are 40 or 100 today could be the perfect time to start planning your own funeral. A relief to your loved ones as well as yourself, such an effort involves two courses […]

  • Who Wants Robo Financial Advice During A Pandemic?
    by Nicholas Stuller on May 26, 2020

    By Thomas Kostigen At 7 pm the world over people emerge from their homes and clap in honor of the healthcare workers who are working tirelessly to treat victims of the coronavirus pandemic. This is heart. This is soul. This is what it means to be an […]

  • Memorial Day and Remembering
    by Nicholas Stuller on May 25, 2020

    By MyPerfectFinancialAdvisor On this Memorial Day we honor and remember those men and women in the military who made the ultimate sacrifice and died in service to their country. It is a day to reflect and pay our respects to those that fell defending all […]

  • Real Estate Investing in the Age of Covid-19
    by Nicholas Stuller on May 22, 2020

    By Lee Sherman What goes up eventually must come down. Buy low, sell high. With these two adages in mind, investors in commercial real estate are looking for opportunities that are likely to arise as a result of the Covid-19 pandemic. Even before the […]

  • Why Spouses Must Coordinate Their Retirement Plans
    by Nicholas Stuller on May 21, 2020

    By Peter Mastrantuono Paradoxically, married couples with two earners are often less prepared for retirement than married couples with one earner or single workers. According to The Center for Retirement Research at Boston College, this is a result of […]

  • Why Everyone Needs a Sell Strategy
    by Nicholas Stuller on May 20, 2020

    By John Drachman “Volatility is picking up,” Lockwood Advisors’ CIO Matt Forester said this week. Whether one C-19 treatment trial succeeds or another vaccine attempt fails, the tug of war for the soul of the global equity markets is […]

  • Reallocate Those Travel Budgets
    by Nicholas Stuller on May 19, 2020

    By Thomas Kostigen The average American family spends about $2,000 on summer vacation every year. With the likelihood that holidays will be diminished by the Coronavirus, it’s probable that leisure budgets won’t be spent anytime soon for […]

  • Upsides in Bad Times: Remote Working
    by Nicholas Stuller on May 18, 2020

    By Nicholas W. Stuller During catastrophic events there is usually something good that comes from them, although with this Coronavirus it can be very hard sometimes to see any positive developments. For sure however, some things will change and change […]