Why Having a Financial Advisor Team is Important
With the advent of online trading platforms and information available for free on the Internet, many investors have decided to take a do-it-yourself approach to manage their money. Managing your portfolio is perfectly fine, especially those who are just starting, have...
Why You Need to Hire the Best Financial Advisor Today
With the advent of online trading platforms and information available for free on the Internet, many investors have decided to take a do-it-yourself approach to manage their money. Managing your portfolio is perfectly fine, especially those who are just starting, have...
Questions You Should Ask When Looking for a Financial Advisor
Choosing a financial advisor is an essential step in taking control of your finances. You’ll want to complete your due diligence before you even start talking to an advisor you’ve selected as a possibility. Find a financial advisor If you have friends or...
Investing for the Sandwich Generation
Our tendency to live longer means that many families are in the unenviable position of supporting elderly parents while preparing for their retirement and trying to send their kids to good colleges. It’s impossible to get everything you want without an infinite...
Operating in a Covid 19 Summer
We at Platt Wealth Management hope that you enjoyed a safe and sane Fourth of July weekend. The dog days of summer are indeed upon us, and we thought it might be a good time to address some of the uncertainty that many of our clients and others are experiencing....
Prevent Social Media Overwhelm
It’s easy to get lost in the rabbit hole of social media. Especially when we’re still practicing social distancing and businesses aren’t all open yet. You think you’re going to get caught up with some friends from high school. Next thing you know, you’re arguing about...
Financial Decision-Making Under Uncertainty
As we discussed earlier (in the post about being productive while working from home), we’re all under a cloud of uncertainty. It’s not clear when people will start going back to work in the office. Or even if that will happen, since many employees likely will be...
Staying Productive While Working From Home
With so many people working remotely, being productive can sometimes be a challenge. Creating an office-like environment is a good start. Try to separate your business space from your personal space as much as you can. Read on for more tips on productivity while...
Men’s Health: Live Longer With These Health Screenings
Men tend not to go to the doctor for routine exams as often as women do, but it’s vital for them to catch potential health issues quickly. Poor health and health costs are the number one concern in retirement planning. And unfortunately, as people get older, there are...
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