May 31, 2022 - By Frank Corrado, CPA, CFP®, RLP As average life expectancy has increased over time, so too has the importance for retirees to ensure that they have sufficient income or cash flow to cover their needs throughout what could be a
Let's Be Frank
The Trust Equation
May 25, 2022 - By Frank Corrado, CPA, CFP®, RLP. Trust is essential in a client’s relationship with their financial advisor. Being trustworthy is routinely mentioned as the most critical factor in the relationship. Yet, those working in the
Five Common Behavioral Biases That Lead to Bad Decisions!
May 18, 2022 - By Frank Corrado, CPA, CFP®, RLP. Investing one's hard-earned money can be very stressful, especially in our current environment of volatility and constant media attention. To make matters worse, Behavioral Finance is a field of
Hidden Superpowers – Part II
By Frank Corrado, CPA, CFP®, RLP May 10, 2022 - In Part I, we shared with you five of the specific traits and abilities within us that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these
Hidden Superpowers – Part I
By Frank Corrado, CPA, CFP®, RLP April 27, 2022 - Within each of us are specific traits and abilities that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these “Hidden Superpowers” can carry
Estate Planning Mistakes of the Rich and Famous
April 13, 2022 - In my years of advising clients on financial topics, there are two areas of utmost importance where many clients "drag their feet:" maintaining adequate life insurance and having an estate plan. Considering one's mortality is
The Great Realization
April 6, 2022 - Trending in the press and social media is a phenomenon called the "Great Resignation!" It is the catchphrase for the millions who have quit their jobs, seemingly en-masse, since the beginning of 2021. Also known as the "Big Quit" or
Reinventing Wealth
March 30, 2022 - An investment banker was taking a much-needed vacation in a small coastal village when a small boat with just one fisherman docked. The boat had several large, fresh fish in it. The investment banker was impressed by the quality of
The Biggest Money Mistakes We Make – Decade by Decade
March 23, 2022 - Our relationship with money changes as we get older. So do the mistakes that we make. Every new stage of life brings new financial strategies we need to follow. And at every step, we find new ways not to follow those strategies,
Client Experience: Understanding Motivation, not Segmentation-Part 2
March 16, 2022 - In our role as Financial Life Guides, we help our clients achieve their optimal life. Two objectives might inspire a person to seek the services of a Financial Guide: 1) They need help now, or recognize a need for a change to
