By MyPerfectFinancialAdvisor In recent years, robo-advisors have been heralded as the future of investment management. These automated platforms … [Read More...] about The Rise and Fall of Robo-Advisors: Why Human Advice Prevails
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Why Advisors Should Recommend SCORE to their Small Business Clients
By MyPerfectFinancialAdvisor Nearly all Financial Advisors have at least one small business client, in some cases several. For most of these … [Read More...] about Why Advisors Should Recommend SCORE to their Small Business Clients
Freelancers and Studio Musicians: Kickstarting Your Retirement Savings in 2024
By Tom Rizzo As a freelancer or studio musician, your focus has always been on maintaining excellence, and doing what’s necessary to keep working. … [Read More...] about Freelancers and Studio Musicians: Kickstarting Your Retirement Savings in 2024
The Pros and Cons of a Long-Distance Advisor
By MyPerfectFinancialAdvisor In an interconnected world, the idea of seeking professional advice from someone in another state is no longer as … [Read More...] about The Pros and Cons of a Long-Distance Advisor
Revisiting the Potential Dangers of Free Investment Dinners
By MyPerfectFinancialAdvisor In September of last year, we published an article called “The Hidden Dangers of Free Investment Dinners” and … [Read More...] about Revisiting the Potential Dangers of Free Investment Dinners
Why Your Financial Plan Should Be Reviewed Every Year
By MyPerfectFinancialAdvisor In the fast-paced world of personal finance, where economic landscapes can shift rapidly and individual circumstances … [Read More...] about Why Your Financial Plan Should Be Reviewed Every Year
5 THINGS EVERY FREELANCER NEEDS TO KNOW ABOUT FINANCE
By Tom Rizzo TIP # 1: ESTABLISH AN EMERGENCY FUND Every person should have an emergency fund consisting of 3 to 6 months of living expenses. … [Read More...] about 5 THINGS EVERY FREELANCER NEEDS TO KNOW ABOUT FINANCE
The Capital-Efficient Approach to Launching a Non-Profit
By MyPerfectFinancialAdvisor Starting a non-profit organization can be a transformative way for a wealthy individual to create positive change in … [Read More...] about The Capital-Efficient Approach to Launching a Non-Profit
How Investors Navigate Conflicts of Interest
By MyPerfectFinancialAdvisor Selecting a trustworthy financial advisor is paramount for successful wealth management. However, it's crucial for … [Read More...] about How Investors Navigate Conflicts of Interest
The Hidden Dangers of Free Investment Dinners
By MyPerfectFinancialAdvisor In the world of investing, opportunities often come with a price tag. However, the allure of a free investment dinner … [Read More...] about The Hidden Dangers of Free Investment Dinners
Paying Yourself First: The Ultimate Budgeting Tactic
By MyPerfectFinancialAdvisor Budgeting is a cornerstone of financial health, even for the very wealthy, yet many struggle to find a method that … [Read More...] about Paying Yourself First: The Ultimate Budgeting Tactic
Will Living Longer Kill You?
By MyPerfectFinancialAdvisor In an age of advanced healthcare and improved quality of life, the idea of celebrating your 100th birthday is no … [Read More...] about Will Living Longer Kill You?