Tag Archives: financial advisor

Retirement Resources President, Dave Boike, Reveals The History Of The Dog Days Of Summer And Suggests A Cool Activity To Engage In During Them.

Retirement Resources President and Investment Advisor, Dave Boike, gives a brief overview of how the Dog Days of Summer got the name and suggests staying inside out of the sweltering heat to review financial plans and goals. Auburn Hills, MI — August 16, 2019— Dave Boike, President of Retirement Resources and… Read more »

Financial Advisor Rodney L. Jones Talks About the Preconceptions People Have About Financial Advisors

Rodney L. Jones, Owner of RL Jones Financial Group and RL Jones Insurance Group, recently posted a blog to his website using the analogy of a golf caddie to explain the role of an effective financial advisor. Westfield, IN – June 18, 2019 – Rodney Jones, Financial Advisor, host of… Read more »

Financial Advisor Rodney Jones Talks About Finding the Right Financial Advice And Why His Clients Choose to Work With Him

Rodney Jones, Owner of RL Jones Financial Group and RL Jones Insurance Group, recently posted a blog to his website explaining the two main ways that financial advisors help their clients. Westfield, IN – June 4, 2019 – Rodney Jones, Financial Advisor, Best-Selling Author® of Beat the Curve with Brian… Read more »

Financial Advisor Rodney Jones Touches On the Importance Of Tailoring Your Finances to Your Personal Lifestyle

Rodney Jones, Owner of RL Jones Financial Group and RL Jones Insurance Group, recently posted a blog to his website explaining why personal finances should be as unique as the individual they are created for. Westfield, IN – May 23, 2019 – Rodney Jones, Financial Advisor, Best-Selling Author® of Beat… Read more »

Financial Advisor Rodney Jones Explains Why It’s Important to Establish a Relationship Before Offering Advice

Rodney Jones, Owner of RL Jones Financial Group and RL Jones Insurance Group, recently posted a blog to his website clarifying the relationship between advisor and client. Westfield, IN – May 20, 2019 – Rodney Jones, Financial Advisor, Best-Selling Author® of Beat the Curve with Brian Tracy and host of… Read more »

Expert Retirement and Financial Advisor Mark Kinney Discusses Potential Changes for Investing Under the Trump Administration

Seasoned retirement and financial strategist, Mark Kinney, highlights President Trump’s proposals that may benefit different market segments. Lee, Massachusetts—February 1, 2017—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Preparing Your Portfolio for Investing During the #Trump Presidency.” In the article, he discusses… Read more »

Financial Advisor, Bonnie Clark, Announces Affiliation with Gradient Advisors, LLC

Temecula, CA – January 13, 2017– Bonnie Clark, CEO of Kratos Wealth Management, is pleased to announce an affiliation with Gradient Advisors, LLC as her Registered Investment Advisor. Bonnie states, “ After comparing many other top RIA firms I feel that Gradient Advisors, LLC provides superior tools, technology, and support… Read more »

Expert Retirement and Financial Advisor Mark Kinney Discusses the Features of an Absolute Return Fund

Seasoned retirement and financial strategist, Mark Kinney, highlights how absolute return IRAs compare to target-date funds. Lee, Massachusetts—November 18, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Absolute Return IRAs Offer an Alternative to Target-Date Funds.” In the article, he discusses the… Read more »

Expert Retirement and Financial Advisor Mark Kinney Discusses Important Points to Consider When Divorcing

Seasoned retirement and financial strategist, Mark Kinney, says to consider assets and debts when divorcing. Lee, Massachusetts—October 14, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new article entitled, “Re-Assess Your Assets and Investments When Divorcing.” In the article, he discusses things to consider when dividing… Read more »

Expert Retirement and Financial Advisor Mark Kinney Discusses Points to Consider if You Choose a Lump-Sum Pension Payment

Seasoned retirement and financial strategist, Mark Kinney, says a lump-sum pension payout may make sense in certain circumstances. Lee, Massachusetts—October 4, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new blog entitled, “Should You Consider a Lump Sum Pension Payment at Retirement?” In the blog, he… Read more »