An easy way to track discretionary spending is with the use of a personal finance app. A daily latte purchase will really add up – these apps can help you realize how much you’re actually spending. They can also examine behavior around your...
Read moreWhy Many Retirees Are Running Out Of Money
If you’re nearing retirement, you know how important it is to have a healthy savings. Financial planning preparation throughout life can help ensure a long and happy retirement. Don’t fall victim to the number one mistake many retirees make...
Read moreIs Investment Advice Worth The Cost?
Investing your money wisely is of the utmost importance. Some people are hesitant to pay for investment advice, instead opting to save every penny for the actual investments. A 2016 RIA Industry Study revealed that advisory fees generally range...
Read moreWho Can Benefit From a Financial Advisor?
Financial Consulting Group's Darren Olivio, CRPC® and Christopher Fuller, CERTIFIED FINANCIAL PLANNER™ discuss what type of person can benefit from the help of a financial advisor.
Read moreYour Life as a Business
“If your life is a business, you are the person in charge. You see the vision for where you want your life to lead. You set the goals for making that vision a reality. You’re aware of the parameters you will face and the resources you will...
Read moreRisk Management Demystified
Let’s face it: Life is a risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes to investments, we’re talking diversification and asset allocation. When it comes to your family, health, property and...
Read moreWho Are The Different Types of Clients?
Watch the video to learn more about the team at Financial Consulting Group's clientele.
Read moreWhat Type of Person Needs a Financial Advisor?
There’s no easy answer to this question. In reality, each individual’s need for a financial advisor is contingent on their personal situation. The team at Financial Consulting Group can help clients of any age determine what course of action is...
Read moreIn Your Late 50s or Early 60s? Have a Sound Financial Plan
One of the most common dilemmas for people of this age is how to best fund your lifestyle once you have stopped work. The average age of people retiring from the workforce is currently around 63, according to US Census data. But over the next few...
Read more“Will My Savings Last Through Retirement?”
You’ve worked hard and saved for the future — now you need to make sure your savings last the rest of your life. By understanding the risks you face, you can make smart choices about how much to withdraw and how to handle unexpected...
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