+1 760.340.4277 customerservice@myfinancialcoach.com

Category

Know-More Blog
Veteran Benefits
This Monday we observe Veterans Day. For some, this may be a day off work or school, or an opportunity to sell or buy discounted furniture. However, we should also take a pause and remember the real reason we observe this day. Originally deemed Armistice Day to honor veterans of World War I, it was...
Read More
Notable playwright Oscar Wilde famously wrote in his 1889 essay The Decay of Lying, that “Life imitates Art far more than Art imitates Life”. To simplify his essay, he argues that what we find in both our normal lives and thus in nature are really fabrications, an illusion learned from artists over time. Art has...
Read More
Marriage is one of the most defining moments in a couple’s life, and like any major milestone it should not be entered into lightly. While inevitably some marriages simply do not last it is important to understand that some of those marital hurdles can be overcome with patience, compromise, and above all communication. According to...
Read More
Its that time of year again, the leaves are changing, the weather chills, but some things, unfortunately, remain as stale as last year’s candy corn. Financial planning is a time-intensive process that can be as cumbersome and expensive as it is helpful and useful. Regardless of a financial advisor’s business model, a failure to adapt...
Read More
Financial Wellness previous generations concerns
What is “Financial Wellness”, and how has the definition changed over time? In the 80s it was stock picking and stockbrokers, bond yields were high and the hairstyles were higher (thanks to Aqua Net). As Gordon Gecko so famously stated in the 1987 film Wall Street, “Greed, for lack of a better word, is good”....
Read More
October is rolling around again and just like last year you should be receiving notice that your enrollment period is open from your employer. It is time to sign up for additional benefits or remove current benefits through your employer’s group options. Instead of deleting this email, make this the year you dive into truly...
Read More
Financial Planning in today's industry
According to the Oxford dictionary, an assembly line is a merger of workers and machines to produce in bulk, a product of no unique or otherwise customized substance. In our previous article, we noted that advancing technology and consumer empowerment has led to a self-checkout or “do-it-yourself” mentality. While every consumer will approach financial planning...
Read More
“Too legit… Too legit to quit.” These were the opening lines to American rapper M.C. Hammer’s 1991 hit song. While serving as an anthem of never giving up, these lyrics were also prophetic to what was to come for someone whom many may have assumed was setting himself for an early retirement. Behind the scenes,...
Read More
The Self-Checkout Financial Service Industry    Is the age of the financial adviser dead? Just mere decades ago, the average consumer would have been taken back by the thought of scanning and bagging their own groceries. Today, self-service is a way of life and has continued to take over every industry imaginable with the financial...
Read More
safety
Why are you not taking advantage of your hsa? Many individuals are well aware that health care costs are risings and it is often the most expenses item in one’s retirement plan. However, very few individuals have implemented a strategy to handle these future expenses and are missing out on utilizing a key tool in...
Read More
1 4 5 6 7 8