Financial Resources & News

Financial and Investment Products You Should Avoid

When it comes to trustworthy professions, what professions would you typically think of? Take a second to think about some professions. Ok. What professions did you come up with? What might be top of mind for you could be “doctor”, “accountant”, or maybe “firefighter”. Much to my chagrin, I doubt that “financial advisor” came up for you during this thought exercise. Don’t feel bad, I’m used to...

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It’s Your Money Financial & Estate Literacy – “Investment World” Replay (2023)

BFSG’s CERTIFIED FINANCIAL PLANNER™ professionals, Michael Allbee, CFP® and Paul Horn, CFP®, CPWA®, were invited to be guest speakers for the “It’s Your Money!” workshop series. For the “Investment World” session, Mike and Paul focused on how the investment world gets compensated. Learn the differences between brokers versus advisors, what does the word “fiduciary” mean, how to find an advisor,...

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Financial Misadvise: Common mistakes and assumptions made by Financial Advisors (Part 4: Annuities)

(This is the fourth article in a four-part series. Click here to read Part 1, Part 2, and Part 3.) By:  Henry VanBuskirk, CFP®, Wealth Manager Everyone’s had that story of their friend or family member that said they got shafted by some seedy financial advisor. However, there is a huge difference between what is legal and what is ethical. The majority of these “seedy” financial advisors are...

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Don’t Be Sold on Annuities & Mutual Funds

BFSG’s Senior Financial Planner, Paul Horn, CFP®, CPWA®, was invited to be a guest speaker for the “It’s Your Money!” workshop series. For this session, Paul focused on two of the most heavily sold products by financial brokers/dealers: #annuities and #mutualfunds. Learn the basics and what to look for by clicking the link Is an annuity right for you? Find out by...

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Is An Annuity Right For You?

By: Arash Navi, CFP®, CPA It is estimated that half of all children born today in the United States and Europe will reach their Centennial birthday. The number of Americans living past their 90th birthday will triple in the next 30 years. Consequently, it makes sense that the number one worry of retirees is running out of money! Unlike previous generations, many employers don’t offer...

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The Basics of Annuities & Mutual Funds Webinar

BFSG’s Senior Financial Planner, Paul Horn, CFP®, CPWA®, was invited to be a guest speaker for the “It’s Your Money!” workshop series put on by not-for-profit Financial & Estate Literacy. These workshops educate seniors to take control of their financial, estate, and charitable giving decisions. For this session, Paul focused on two of the most heavily sold products by financial...

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