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Financial Planning

You Won The BILLION DOLLAR Jackpot!!! ....Now What?

Submitted by Robert Gordon & Associates, Inc on October 22nd, 2018

A lot of people have fantasized about suddenly striking it rich. They imagine that a financial windfall – inheriting a fortune from a distant relative, collecting royalties for a best-selling novel, or even winning the lottery – would make all their dreams come true.

Tags:
  • CFP®
  • Financial Planning
  • Lottery
  • Spending
  • Wealth
  • Read more

It's World Financial Planning Day!

Submitted by Robert Gordon & Associates, Inc on October 5th, 2018

The Financial Standards Planning Board promotes the day to raise awareness about the importance of investor education and protection. But, you know, Financial Planning (capitalizations intentional!) is more than just a day, right? What if I told you it was a lifelong journey?

Tags:
  • Budget
  • Cash Flow
  • Financial Planning
  • Registered Investment Advisor
  • Read more

‘Too Little Too Late’: Bankruptcy Booms Among Older Americans

Submitted by Robert Gordon & Associates, Inc on August 23rd, 2018

For a rapidly growing share of older Americans, traditional ideas about life in retirement are being upended by a dismal reality: bankruptcy.

Tags:
  • Bankruptcy
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Long-Term Planning
  • Read more

13 Habits of Financially Savvy People

Submitted by Robert Gordon & Associates, Inc on June 19th, 2018

Being financially savvy will mean different things to different people. But a common trait that the money-smart share is an affinity for long term financial planning and goals.

Those who are great at it don’t have to make huge sacrifices, but still manage to enjoy a high standard of living while traveling and pursuing a range of hobbies.

Tags:
  • Bonds
  • Budget
  • Financial Planning
  • Robert GOrdon & Associates
  • Savvy
  • Stocks
  • Read more

Graduation Season Is here - How to Start Down the Path Towards Financial Success

Submitted by Robert Gordon & Associates, Inc on April 27th, 2018

With another graduation season upon us, young people are trying to make the transition from college to colleague. There will be big changes and challenges ahead. If you can start off on the right financial footing in your 20's, you will be leaps and bound ahead of others that don't get their finances in order until later in life. 

Tags:
  • Budget
  • college
  • financial goals
  • Financial Planning
  • graduation
  • Read more

April Is Financial Literacy Month - Why Financial Wellness Matters

Submitted by Robert Gordon & Associates, Inc on April 23rd, 2018

April is Financial Literacy Month and a great time to focus on financial education. A lack of financial preparedness has huge societal costs, and in the coming years as Americans age, these costs will likely increase. There are daunting challenges facing not only the poor but also the working middle class.

Tags:
  • CFP®
  • ETF's
  • Finance
  • Financial Planning
  • Mutual Funds
  • Stock Market
  • Read more

The Unethical, But Legal, Actions of Some Financial Advisors

Submitted by Robert Gordon & Associates, Inc on April 6th, 2018

There’s plenty of opportunity out there for someone who’s unethical to take advantage of good people. That’s especially true when that someone is a financial advisor, so investors need to carefully select whom to trust. What some advisers do may not be criminal, but it’s still unethical because it’s not in clients’ best interests.

Tags:
  • Commission
  • Fees
  • Financial Planning
  • Fuduciary
  • Read more

Breaking Down Your Credit Score

Submitted by Robert Gordon & Associates, Inc on March 5th, 2018

An individual’s credit score can impact many areas of life, particularly when it comes to homeownership – yet few, especially Millennials, seem to fully understand how it’s calculated and how it may be improved. In fact, 74% of college students don’t even know their credit score!

Tags:
  • Barrowing
  • Credit Score
  • Financial Planning
  • Fuduciary
  • Interest Rates
  • Loan
  • Read more

Pay Yourself First - The Holy Grail of Personal Finance

Submitted by Robert Gordon & Associates, Inc on February 23rd, 2018

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

Tags:
  • Commitment
  • Financial Planning
  • Investment
  • Read more

You Invest with Us. We Invest in Our Clients.

Submitted by Robert Gordon & Associates, Inc on January 15th, 2018

If you have stepped into our office over the last few months you have seen the updates! New carpet, new paint, new lighting – and we’ve even taken out a few walls!! For those of you who visited in the midst of the renovation, we appreciate your understanding.

Tags:
  • Client Appreciation
  • Financial Planning
  • Renovation
  • Trust
  • Read more
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