Get Matched to Your Ideal Financial Advisor

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

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

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

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

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

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

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

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

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

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?

By MyPerfectFinancialAdvisor There is a great deal of debate on whether there is a good return on investment for a four-year degree these days, but … [Read More...] about Are Expensive Prep Schools Worth the Investment?

By MyPerfectFinancialAdvisor For employees fortunate enough to be granted incentive stock options (ISOs) in a private company, it's essential to … [Read More...] about Paper Millionaire: How to Mitigate Risk