Blog
Trust Your Gut
Joseph D. Altic, CFP®, MBA | Monday, August 6, 2018
In the first post of this series I talked about Marty Byrde and how to know if the advisor you’re with or interviewing is reputable.
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How much money do you need to be happy?
Joseph D. Altic, CFP®, MBA | Wednesday, March 28, 2018
This is the title of an article I am currently reading. My thought before I even read one word was: “It’s going to be different for everyone, you can’t have a general number and try to group everyone into that rule of thumb.”
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Where Would Joe Retire
Joseph D. Altic, CFP®, MBA | March 01, 2018
As I was doing research and looking at information on the new 2018 Tax Laws (which I’ve determined is quite boring) I came across an article in USA today titled Retiring in 2018?
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Joe’s #1 Question in Client Meetings Lately
Joseph D. Altic, CFP®, MBA | February 06, 2018
The number one question over the past few months in client meetings we have received is: Will the market continue to go up? This is usually followed by a statement “boy it’s awfully high right now”.
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Social Media: #Newest Business Liability Risk
Joseph D. Altic, CFP®, MBA | December 23, 2016
The stories of social media fails are legendary—companies using inappropriate humor regarding serious social issues, typographical errors, or pop references that backfire.
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