7 Secrets Revealed by Your Financial Advisor

Listen to this Podcast


7 Secrets Revealed by Your Financial Advisor

You rely on your financial advisor to help guide your portfolio towards your goals. But did you know that there are several things you can do to take control of your financial picture today and into the future?

Here are 7 secrets revealed by our advisors that will help you stay on solid footing without having to be a financial expert:

  1. Knowing where you are financially makes all the difference. Money can be stressful to manage, especially if you’re not sure what your current financial picture really is. Taking a good, honest look at your income vs. debt responsibilities, opportunities to save and invest, and financial outlook will take the fear out of money management and increase your confidence when making financial decisions.
  2. Small changes go a long way. Should you really charge an expensive dinner to your high-interest credit card that already carries a balance? Even small changes in spending habits can improve your savings and investing flexibility.
  3. Carry insurance but hope you never need it. No one wants to think about bad things happening to themselves or their family…until they’re forced to. Being prepared with the right insurance will ensure you’re prepared for anything life throws at you and will keep your financial picture stable in times of crisis.
  4. There is no official time to start investing. If you haven’t started investing yet, the best time to do so is NOW! Even starting with a small amount will reap rewards in the long run. But the longer you wait, the more you have to lose.
  5. Numbers are important…but not as important as relationships. Financial advisors go beyond numbers to learn what’s really important to you and your family. By developing this relationship, you’ll be able to take a more active role in your investing and feel more like a partner with your advisor.
  6. Keep it real. Remember: your financial advisor works for you. If there’s something you don’t like or are unsure of, tell them about it. They want you to be happy and will make adjustments until you’re comfortable with how you’re positioned and how you work together.
  7. One step at a time is okay. You don’t need to jump into investing and planning with both feet. It’s okay to take your time and find out what works best for you until you’re ready to fully dive in. Your financial advisor has the tools and techniques to help ease you into the marketplace at a pace that works for you and enable you to make better decisions.

To learn more about how you can better control your financial picture, call your financial advisor today. We’re here to help!

1,471 thoughts on “7 Secrets Revealed by Your Financial Advisor

  1. buy cbd online says:

    I’m the proprietor of JustCBD Store company (justcbdstore.com) and I am currently planning to expand my wholesale side of company. I am hoping anybody at targetdomain is able to provide some guidance 🙂 I considered that the most suitable way to accomplish this would be to connect to vape shops and cbd retail stores. I was really hoping if anybody at all could recommend a qualified site where I can buy Vape Shop Business Sales Leads I am already considering creativebeartech.com, theeliquidboutique.co.uk and wowitloveithaveit.com. Not exactly sure which one would be the most ideal option and would appreciate any assistance on this. Or would it be much simpler for me to scrape my own leads? Ideas?

  2. Pingback: best real money online casinos

  3. Buy Kratom says:

    Hello there! This post could not be written much better! Reading through this post reminds me of my previous roommate! He always kept talking about this. I will send this article to him. Pretty sure he’ll have a great read. Thanks for sharing!

  4. Pingback: best online betting websites

  5. Raven Rushworth says:

    Right here is the right web site for anybody who wants to find out about this topic. You understand a whole lot its almost tough to argue with you (not that I personally will need to…HaHa). You certainly put a brand new spin on a topic that’s been discussed for many years. Great stuff, just great!

  6. reverse phone says:

    I truly love your blog.. Great colors & theme. Did you build this website yourself? Please reply back as I’m looking to create my own personal site and would like to find out where you got this from or exactly what the theme is named. Thank you!

  7. Ef Deco says:

    You made some good points there. I checked on the internet to learn more about the issue and found most individuals will go along with your views on this site.

  8. Primato says:

    Everything is very open with a very clear description of the issues. It was really informative. Your website is very helpful. Thanks for sharing!

  9. Appliance Repair says:

    An outstanding share! I have just forwarded this onto a co-worker who was doing a little research on this. And he in fact bought me breakfast because I stumbled upon it for him… lol. So let me reword this…. Thank YOU for the meal!! But yeah, thanx for spending some time to discuss this issue here on your web site.

  10. meilleur clé à chocs pneumatique says:

    Oh my goodness! Incredible article dude! Thanks, However I am encountering troubles with your RSS. I don’t understand the reason why I can’t join it. Is there anybody having the same RSS problems? Anybody who knows the solution will you kindly respond? Thanx!!

  11. Plumber Online says:

    You are so awesome! I do not believe I’ve truly read a single thing like this before. So good to discover someone with genuine thoughts on this subject. Really.. thank you for starting this up. This web site is one thing that’s needed on the web, someone with some originality!

  12. sim so dep says:

    Aw, this was an incredibly good post. Spending some time and actual effort to generate a great article… but what can I say… I hesitate a lot and don’t manage to get nearly anything done.

  13. SEO Uk says:

    Having read this I believed it was extremely informative. I appreciate you taking the time and effort to put this short article together. I once again find myself spending way too much time both reading and posting comments. But so what, it was still worth it!

  14. Baby Paradise Store says:

    I’d like to thank you for the efforts you’ve put in penning this site. I’m hoping to see the same high-grade blog posts by you in the future as well. In fact, your creative writing abilities has inspired me to get my own site now 😉

  15. Ehome Decor says:

    I’m amazed, I must say. Seldom do I encounter a blog that’s both equally educative and engaging, and let me tell you, you have hit the nail on the head. The issue is an issue that not enough folks are speaking intelligently about. Now i’m very happy I came across this in my hunt for something relating to this.

  16. 1800 Granola says:

    Hi there! This article could not be written much better! Looking through this post reminds me of my previous roommate! He constantly kept preaching about this. I’ll send this article to him. Pretty sure he will have a good read. Thanks for sharing!

  17. Precise Business Solutions says:

    An outstanding share! I have just forwarded this onto a co-worker who was doing a little research on this. And he in fact bought me breakfast due to the fact that I found it for him… lol. So let me reword this…. Thank YOU for the meal!! But yeah, thanks for spending time to talk about this issue here on your web page.

  18. My Botox La says:

    I’m impressed, I have to admit. Rarely do I come across a blog that’s equally educative and engaging, and without a doubt, you have hit the nail on the head. The issue is something which not enough folks are speaking intelligently about. Now i’m very happy that I found this during my hunt for something relating to this.

  19. Greek SEO says:

    I was very pleased to find this website. I wanted to thank you for ones time due to this wonderful read!! I definitely enjoyed every bit of it and i also have you saved as a favorite to look at new things on your blog.

  20. Lisa Bunning says:

    Having read this I thought it was really enlightening. I appreciate you taking the time and effort to put this short article together. I once again find myself spending a significant amount of time both reading and leaving comments. But so what, it was still worth it!

  21. Balance 6 says:

    Hi there! This article could not be written much better! Going through this post reminds me of my previous roommate! He continually kept preaching about this. I most certainly will send this article to him. Fairly certain he’ll have a very good read. Thank you for sharing!

  22. Debelov says:

    Greetings! Very useful advice in this particular post! It’s the little changes which will make the most significant changes. Many thanks for sharing!

  23. Online Chat US says:

    I blog frequently and I seriously thank you for your content. Your article has truly peaked my interest. I’m going to book mark your site and keep checking for new details about once a week. I subscribed to your Feed too.

  24. Psicologobelo Horizonte says:

    Having read this I thought it was very informative. I appreciate you spending some time and effort to put this information together. I once again find myself personally spending a lot of time both reading and commenting. But so what, it was still worthwhile!

  25. Hermes Holiday says:

    After checking out a number of the articles on your web page, I seriously appreciate your way of blogging. I saved as a favorite it to my bookmark website list and will be checking back in the near future. Please visit my website too and let me know how you feel.

  26. Stay away from making fake id says:

    Oh my goodness! Incredible article dude! Thank you so much, However I am having difficulties with your RSS. I don’t know why I am unable to join it. Is there anybody else getting identical RSS issues? Anyone that knows the solution will you kindly respond? Thanx!!

  27. CBD Oil Near Me says:

    Hey there just wanted to give you a quick heads up. The words in your article seem to be running off the screen in Firefox. I’m not sure if this is a formatting issue or something to do with internet browser compatibility but I thought I’d post to let you know. The style and design look great though! Hope you get the problem solved soon. Many thanks|

  28. Farm Tyres Direct says:

    After looking over a few of the blog articles on your web site, I really appreciate your technique of blogging. I added it to my bookmark site list and will be checking back soon. Please visit my website as well and tell me what you think.

  29. Craftsman Painters says:

    An outstanding share! I have just forwarded this onto a friend who has been conducting a little research on this. And he in fact bought me dinner because I discovered it for him… lol. So allow me to reword this…. Thanks for the meal!! But yeah, thanks for spending some time to discuss this matter here on your internet site.

  30. Rooted Retro Fitting says:

    Hi, I do think this is a great site. I stumbledupon it 😉 I will come back yet again since i have book-marked it. Money and freedom is the best way to change, may you be rich and continue to guide other people.

  31. Dr. Roy Nissim says:

    After I originally left a comment I seem to have clicked on the -Notify me when new comments are added- checkbox and now whenever a comment is added I receive four emails with the exact same comment. There has to be a means you can remove me from that service? Kudos!

  32. Website says:

    Nice post. I learn something new and challenging on blogs I stumbleupon everyday. It’s always useful to read content from other authors and use a little something from other websites.

  33. increase ppc lead quality says:

    Hi, There’s no doubt that your site could be having browser compatibility issues. When I look at your site in Safari, it looks fine however, if opening in IE, it’s got some overlapping issues. I simply wanted to give you a quick heads up! Aside from that, fantastic website!

  34. Zana Gonsoulin says:

    Oh my goodness! Incredible article dude! Thank you, However I am having troubles with your RSS. I don’t understand the reason why I cannot subscribe to it. Is there anyone else getting similar RSS problems? Anyone that knows the answer will you kindly respond? Thanx!!

  35. iptvbox says:

    Oh my goodness! Awesome article dude! Thank you so much, However I am experiencing difficulties with your RSS. I don’t know the reason why I cannot subscribe to it. Is there anybody getting the same RSS issues? Anyone that knows the answer can you kindly respond? Thanks!!

  36. Siesta Botanicals says:

    Can I simply say what a comfort to uncover somebody that truly knows what they are talking about on the net. You actually know how to bring an issue to light and make it important. More people ought to check this out and understand this side of the story. I was surprised that you are not more popular given that you definitely have the gift.

  37. Fast Business Funds says:

    May I simply just say what a relief to find somebody that genuinely knows what they’re talking about over the internet. You certainly realize how to bring a problem to light and make it important. More and more people should check this out and understand this side of the story. I was surprised you are not more popular because you surely have the gift.

  38. Amazing Health Secrets says:

    I’d like to thank you for the efforts you’ve put in writing this website. I am hoping to view the same high-grade content from you later on as well. In truth, your creative writing abilities has encouraged me to get my own, personal site now 😉

  39. http://chriswilliam.livedoor.blog/ says:

    Greetings, I do believe your blog may be having internet browser compatibility issues. Whenever I look at your web site in Safari, it looks fine however, if opening in Internet Explorer, it has some overlapping issues. I just wanted to give you a quick heads up! Other than that, wonderful site!|

  40. best coffee for cold brew says:

    We tested coffee makers for the water temperature during the brew cycle and the brewing time as well as the temperature of the coffee at the end of brewing and during the keep warm cycle. In addition, we evaluated each brewer’s ease of use, including how easy it was to read and use the controls, access the water tank and brew basket, read the markings on the tank and carafe, whether or not it had automatic keep warm and shut off cycles, and the ease of cleaning the carafe.

  41. Pingback: viagra for sale

  42. their explanation says:

    I blog frequently and I truly appreciate your content. Your article has truly peaked my interest. I am going to book mark your blog and keep checking for new information about once per week. I subscribed to your RSS feed as well.

  43. my site says:

    I’m pretty pleased to discover this site. I need to to thank you for your time for this wonderful read!! I definitely loved every part of it and i also have you book marked to check out new stuff in your website.

  44. Pingback: generic viagra without subscription walmart

  45. Tourshop Fresno says:

    Right here is the right webpage for anyone who hopes to understand this topic. You realize so much its almost tough to argue with you (not that I really will need to…HaHa). You certainly put a new spin on a subject which has been discussed for decades. Great stuff, just excellent!

  46. Programming Unit says:

    May I just say what a comfort to discover a person that genuinely knows what they’re talking about on the net. You actually understand how to bring a problem to light and make it important. A lot more people really need to look at this and understand this side of your story. I was surprised you’re not more popular because you most certainly possess the gift.

  47. Matt Garrett says:

    Aw, this was an extremely good post. Taking a few minutes and actual effort to produce a superb article… but what can I say… I hesitate a whole lot and never manage to get nearly anything done.

  48. Pingback: buy viagra canada

  49. Seymour Maifeld says:

    I found your blog web site on google and verify a number of of your early posts. Proceed to maintain up the excellent operate. I just extra up your RSS feed to my MSN News Reader. Seeking forward to reading more from you later on!…

  50. Palma Bozzell says:

    My developer is trying to convince me to move to .net from PHP. I have always disliked the idea because of the costs. But he’s tryiong none the less. I’ve been using WordPress on a variety of websites for about a year and am worried about switching to another platform. I have heard great things about blogengine.net. Is there a way I can import all my wordpress posts into it? Any kind of help would be greatly appreciated!

  51. Tristan Harkenreader says:

    An impressive share! I have just forwarded this onto a coworker who was doing a little homework on this. And he in fact bought me dinner due to the fact that I found it for him… lol. So allow me to reword this…. Thank YOU for the meal!! But yeah, thanks for spending the time to discuss this topic here on your website.

  52. Pingback: buy viagra on line

  53. Pingback: sildenafil

  54. Reach Wash Window Cleaning says:

    Oh my goodness! Impressive article dude! Thank you, However I am experiencing troubles with your RSS. I don’t understand the reason why I can’t join it. Is there anybody getting the same RSS issues? Anybody who knows the answer can you kindly respond? Thanx!!

  55. Pingback: cheapest 100 viagra uk

  56. iodine liquid formula says:

    Together with every thing that seems to be building inside this specific subject matter, your perspectives are generally somewhat refreshing. Having said that, I am sorry, but I can not subscribe to your entire plan, all be it stimulating none the less. It would seem to me that your remarks are actually not entirely rationalized and in actuality you are generally yourself not really fully certain of your assertion. In any event I did appreciate reading through it.

  57. Pingback: how can i buy viagra online

  58. Pingback: generic for viagra

  59. c4i canada says:

    Awesome blog! Do you have any tips for aspiring writers? I’m planning to start my own site soon but I’m a little lost on everything. Would you advise starting with a free platform like WordPress or go for a paid option? There are so many options out there that I’m completely confused .. Any tips? Kudos!

  60. Pingback: generic viagra cost

  61. ABW 013 says:

    When I initially commented I appear to have clicked the -Notify me when new comments are added- checkbox and from now on every time a comment is added I get four emails with the same comment. Perhaps there is a way you can remove me from that service? Many thanks!

  62. brobbq.com says:

    There are some interesting closing dates in this article but I don’t know if I see all of them center to heart. There may be some validity but I will take maintain opinion till I look into it further. Good article , thanks and we want extra! Added to FeedBurner as effectively

  63. stevia liquid drops reviews says:

    Hi there! This post could not be written much better! Reading through this post reminds me of my previous roommate! He constantly kept talking about this. I’ll send this article to him. Fairly certain he’ll have a very good read. I appreciate you for sharing!

  64. Tobie Saxon says:

    Right here is the right website for anybody who hopes to understand this topic. You understand a whole lot its almost tough to argue with you (not that I personally will need to…HaHa). You certainly put a brand new spin on a topic that has been discussed for ages. Wonderful stuff, just excellent!

  65. Pingback: cheap sildenafil

  66. Pingback: viagra no prescription

  67. source says:

    I love your blog.. very nice colors & theme. Did you create this website yourself or did you hire someone to do it for you? Plz respond as I’m looking to create my own blog and would like to know where u got this from. thanks

  68. Avo Toasted says:

    I’m amazed, I have to admit. Rarely do I come across a blog that’s equally educative and amusing, and let me tell you, you’ve hit the nail on the head. The issue is an issue that not enough people are speaking intelligently about. I’m very happy that I came across this during my search for something concerning this.

  69. Sands Investment Group says:

    Hi! I could have sworn I’ve been to this site before but after looking at a few of the posts I realized it’s new to me. Anyways, I’m certainly delighted I found it and I’ll be bookmarking it and checking back often!

  70. cheap remote control planes says:

    Thanks for your whole labor on this web page. Ellie delights in doing internet research and it is obvious why. Most people learn all regarding the compelling mode you produce informative strategies through this blog and even foster participation from website visitors about this theme and our daughter is undoubtedly being taught a great deal. Take advantage of the rest of the new year. You’re conducting a remarkable job.

  71. nastepny Wolnostojące kominki says:

    I simply wanted to write down a simple message so as to say thanks to you for those magnificent tactics you are giving out at this site. My time-consuming internet search has finally been honored with brilliant concept to write about with my friends and classmates. I would tell you that we site visitors actually are extremely blessed to live in a fantastic network with very many special people with helpful advice. I feel somewhat privileged to have encountered your entire site and look forward to plenty of more exciting moments reading here. Thank you once again for everything.

  72. bet vega says:

    Howdy! This is kind of off topic but I need some help from an established blog. Is it tough to set up your own blog? I’m not very techincal but I can figure things out pretty quick. I’m thinking about setting up my own but I’m not sure where to start. Do you have any ideas or suggestions? Many thanks

  73. SSNI-887 says:

    Aw, this was an exceptionally good post. Spending some time and actual effort to make a great article… but what can I say… I put things off a whole lot and don’t seem to get anything done.

  74. My Lazy Deal says:

    Having read this I believed it was extremely informative. I appreciate you finding the time and effort to put this article together. I once again find myself spending a significant amount of time both reading and commenting. But so what, it was still worthwhile!

  75. healthy food and fruits says:

    Unquestionably imagine that that you said. Your favourite justification seemed to be on the net the easiest thing to take into accout of. I say to you, I definitely get annoyed even as people think about issues that they just do not understand about. You controlled to hit the nail upon the top and outlined out the whole thing with no need side effect , folks could take a signal. Will probably be again to get more. Thank you

  76. can i buy viagra with fluoxetine over the counter says:

    Hello. And Bye. cheap viagra strips online
    how can i buy viagra strips buy viagra with dapoxetine with free samples http://www.viagra-online-withoutprescription.org/ buy cheap viagra soft
    buy viagra super active with free samples
    where to buy female viagra
    cheap viagra capsules online
    can i get viagra plus over the counter
    can viagra cause a stroke
    where can i buy viagra sublingual over the counter
    buy viagra soft tabs online canada
    how to buy cheap viagra gold online

  77. view more here says:

    I was excited to discover this website. I want to to thank you for ones time due to this wonderful read!! I definitely savored every bit of it and I have you book-marked to look at new information on your blog.

  78. Check This Link Out says:

    Having read this I believed it was very enlightening. I appreciate you spending some time and energy to put this information together. I once again find myself spending a significant amount of time both reading and commenting. But so what, it was still worthwhile!

  79. madhur matka says:

    Next time I read a blog, Hopefully it won’t fail me just as much as this one. After all, I know it was my choice to read through, nonetheless I truly believed you’d have something helpful to say. All I hear is a bunch of complaining about something you could possibly fix if you weren’t too busy looking for attention.

  80. pendik escort says:

    After checking out a handful of the articles on your blog, I seriously appreciate your technique of blogging. I added it to my bookmark site list and will be checking back soon. Please visit my web site too and let me know your opinion.

  81. immobilienmarkt dresden says:

    An intriguing discussion may be worth comment. I do think that you should write regarding this topic, may possibly not often be a taboo subject but usually people are there are not enough to dicuss on such topics. To a higher. Cheers

  82. removing water stains from granite countertops says:

    What i do not understood is actually how you’re not really much more well-liked than you might be now. You’re very intelligent. You realize thus considerably relating to this subject, made me personally consider it from so many varied angles. Its like women and men aren’t fascinated unless it’s one thing to do with Lady gaga! Your own stuffs excellent. Always maintain it up!

  83. Additional information says:

    After going over a number of the blog posts on your website, I really appreciate your technique of writing a blog. I book-marked it to my bookmark site list and will be checking back in the near future. Please visit my web site as well and tell me your opinion.

  84. academia says:

    The very next time I read a blog, I hope that it doesn’t fail me as much as this one. I mean, I know it was my choice to read, nonetheless I actually thought you would probably have something interesting to say. All I hear is a bunch of crying about something that you can fix if you weren’t too busy seeking attention.

  85. Pingback: best online store to buy viagra

  86. Pingback: viagra price

  87. love says:

    This is the right site for anybody who would like to understand this topic. You understand so much its almost hard to argue with you (not that I actually will need to…HaHa). You definitely put a new spin on a subject that has been written about for a long time. Great stuff, just great!|

  88. tile stores in las vegas says:

    Thanks for your marvelous posting! I truly enjoyed reading it, you will be a great author.I will make sure to bookmark your blog and will often come back later in life. I want to encourage you to ultimately continue your great work, have a nice weekend!

  89. Pingback: buy pfizer viagra canada

  90. Visa Chine says:

    Having read this I believed it was really informative. I appreciate you finding the time and energy to put this information together. I once again find myself personally spending a lot of time both reading and commenting. But so what, it was still worthwhile!|

  91. Judykofb says:

    I absolutely love your website.. Pleasant colors & theme. Did you build this website yourself? Please reply back as I’m attempting to create my very own blog and want to find out where you got this from or just what the theme is named. Thanks!

  92. Houston Home and Patio says:

    Howdy! This blog post couldn’t be written any better! Going through this article reminds me of my previous roommate! He continually kept talking about this. I will forward this information to him. Pretty sure he’s going to have a very good read. Thanks for sharing!

  93. cialis prices says:

    In Staffing, anytime, so abstract are the agents recommended before the incidence’s best bib situate to buy cialis online forum unrevealed that the tracking down urinalysis of block over at tests to seem the citation radical, forms to sound its prevalence. http://edspcial.com Ydwvmr dyetwn

  94. Tree Surgeons Black Heath says:

    Good day! I could have sworn I’ve visited this website before but after browsing through some of the posts I realized it’s new to me. Nonetheless, I’m certainly happy I stumbled upon it and I’ll be bookmarking it and checking back regularly!

  95. Pingback: buy cialis online without prescription

  96. male enhancement que quiere decir says:

    Thank you for the sensible critique. Me and my neighbor were just preparing to do a little research on this. We got a grab a book from our local library but I think I learned more clear from this post. I’m very glad to see such fantastic information being shared freely out there.

  97. Pingback: where can i buy viagra new jersey