Month: July 2016

Retirement, Income, Tax & Estate Planning.

Are You Being Nudged By A Noodge?

If all the psychological talk lately has your mind racing, you’re going to love this one.  Did you know that most folks that have trouble saving are affected by two “cognitive biases”?  Not a fan of $5 words?  Think of a “cognitive bias” as a bad behavior our brain is pre-configured to do. This all…
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July 26, 2016 0

Fear & Loathing of Financial Advisors

I found a stat the other day that I thought was pretty bad.  Late last year, the Harris Poll found that 71% of Americans have a legitimate fear of talking to a financial advisor.  And I understand why!  If you don’t have enough money, you think an advisor is going to judge your decisions.  If…
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July 21, 2016 0

Forget The Jobs… Where Did The Companies Go?

Back in the latter half of May, I talked about the lack of jobs and how so many manufacturers moved overseas.  Well, one of our clients (thank you, Phil!) responded with a list – a lengthy list – that showed just how many manufacturers and large employers had left the Philadelphia area.  It reads like…
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July 11, 2016 0