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Is a Career in Wealth Management or Financial Planning Right for You?

Submitted by Robert Gordon & Associates, Inc on January 14th, 2020

Wealth management is a financial services term that gets thrown around a lot and, yet, is not well understood even by people in the business. Wealth management and financial planning are very similar paths. They both assist clients with investment decisions and goals. However, what uniquely distinguishes the field of wealth management from financial planning is the clients.

Tags:
  • Financial Independence
  • Financial Planning
  • Wealth Management
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20 Financial Resolutions for 2020

Submitted by Robert Gordon & Associates, Inc on January 10th, 2020

Have you made any resolutions for New Year’s?

Tags:
  • Budget
  • CFP®
  • Emotional Health
  • Financial Plan
  • Healthcare
  • New Years Resolutions
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Don't abbreviate 2020. It's for your own good!

Submitted by Robert Gordon & Associates, Inc on January 6th, 2020

Not only do we have to break the habit of writing 2019, when we really mean 2020, but the dawn of a new decade also creates a unique opportunity for scammers.

How exactly, you ask?

Tags:
  • Budget
  • Identity Theft
  • Scam
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How to Teach Young Children to Save and Invest

Submitted by Robert Gordon & Associates, Inc on January 2nd, 2020

It can be both fun and educational for your kids.

When it comes to teaching children about money, you should get them involved early…as young as 7 or 8 years of age. Have them help with the bill paying. Expose them to preparing your tax return. And, if you have the money, set up a brokerage account for them. Let them pick a stock or two.

Tags:
  • Budget
  • Needs vs Wants
  • Read more

Year-End Financial Checklist

Submitted by Robert Gordon & Associates, Inc on December 24th, 2019

10 Essential To-Do's to Wrap Up Your 2019 Finances.

#10  Use any remaining flexible spending account balances.

Tags:
  • Budget
  • CFP®
  • Registered Investment Advisor
  • Read more

What Happens When You Fail at Market Timing

Submitted by Robert Gordon & Associates, Inc on November 26th, 2019

It’s hard to predict the best days in the markets, and the cost of missing them can be high.

Tags:
  • Budget
  • Debt
  • Income
  • Market Timing
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Which Side of the Retirement Savings Statistics Are You On?

Submitted by Robert Gordon & Associates, Inc on October 25th, 2019

A 2018 study estimates that just over half of Americans age 34 to 65 won't run short of money in their retirement years. They're the fortunate ones. Unfortunately, on the flipside, that means just under half will run short of money.

Tags:
  • CFP®
  • Healthcare
  • Read more

Being Cyber Savvy: Protecting Your Identity

Submitted by Robert Gordon & Associates, Inc on October 10th, 2019

With the world becoming more digital by the moment, it’s no small wonder that online security is at the forefront of user’s minds these days. Using tools such as strong passwords can help protect your identity online, which can in turn protect your financial information, important files, and more.

Tags:
  • CFP®
  • Cyber Security
  • Read more

Why Financial Literacy is Important

Submitted by Robert Gordon & Associates, Inc on October 7th, 2019

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget.

Tags:
  • CFP®
  • Finance
  • Read more

Avoiding Bad Financial Decisions

Submitted by Robert Gordon & Associates, Inc on September 3rd, 2019

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them:

Tags:
  • Bonds
  • CFP®
  • Credit
  • Debt
  • Stocks
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