Archive for the “CFP®” Category

Global Market Volatility: How to Stay in and Weather the Storm

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 […]

Read More

What Concerns Do You Have About Your Retirement?

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 […]

Read More

Tips to Stay Financially Fit

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 […]

Read More

Ten Key Questions to Ask Your CFP® Professional

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 […]

Read More