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Trust Your Gut

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?

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

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

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

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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