by Richard London CFP | Jul 26, 2018 | Finance Business, Financial Planning, Retirement
On May 24th, 2018 President Trump signed The New Senior Safe Act into federal law, encouraging financial professionals to report senior financial abuse. Since financial advisors and bank employees are usually the first to witness clients making money withdraws that...
by Richard London CFP | Jul 10, 2018 | credit, Lending
Credit scores are used in our country as a method to determine an individual’s financial responsibility. The three-digit credit score means more than just the possibility of fiscal responsibility to the lender. They are part of a formula called credit...
by Richard London CFP | Jul 3, 2018 | Financial Planning
Many investors evaluate not only their portfolio performance but also their relationship with their financial advisor from time to time. Many times people base their evaluation of their advisor on their portfolio performance, but there are other components to...
by Richard London CFP | Jun 26, 2018 | Financial Planning
How did you learn to manage money and understand the value of investing? Did your parents relay to you what they knew about money or did you read books on budgeting and investing in figuring it out yourself? The reality is that many of us did learn through trial...
by Richard London CFP | Jun 19, 2018 | Financial Planning
suit·a·bil·i·ty: The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it comes to investment recommendations to clients. However, many times...
