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203-966-1212Posted on August 31st, 2017 by Carl Bulgini
Would you know a “confident saver” if you saw one walking down the street or in a crowd? My guess is probably not, and in a paragraph or two, I’ll explain why this may be so. CFP® Board recently surveyed 1,000 working Americans over 25, and “Confident Savers” emerged as one of four distinct demographics […]
Posted on August 31st, 2017 by Carl Bulgini
How do you like your pancakes? The Henn-na Restaurant in southern Japan now uses a robot chef that can complete your order without dropping a single pancake. Welcome to the new era of automation, right? In the U.S., we are certainly no strangers to the convenience of automation. According to Statista, we spend more than […]
Posted on August 30th, 2017 by Carl Bulgini
Who considers a 700-point decline in the stock market a ‘good time’? Certainly not the millions of Baby Boomers on the verge of retirement with underfunded 401(k)s. And certainly not new Millennial investors. No sooner do they overcome their market wariness to venture into stocks, than they see their small holdings get smaller. At moments […]
Posted on August 30th, 2017 by Carl Bulgini
Celebrated astronaut, author and speaker Chris Hadfield – the first Canadian to walk in space – likes to begin his talks by asking three questions: “What’s the scariest thing you’ve ever done? What’s the most dangerous thing that you’ve ever done? And why did you do it?” He then goes on to describe how he […]
Posted on August 30th, 2017 by Carl Bulgini
Year after year, getting healthy is a top New Year’s resolution for Americans, while saving more and spending less typically ranks lower on the list of priorities. While many people will purchase gym memberships they may never use, taking steps to improve financial wellness is a resolution worth pursuing, and sticking to. Saving more and […]
Posted on August 30th, 2017 by Carl Bulgini
Before establishing a relationship with a financial planner you will want to interview several people to make sure they’re the right match for you and exhibit key traits of a good advisor. Here are 10 important questions to ask before selecting a financial planner. 1. What experience do you have? Ask for a brief description […]