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Tips for preventing fraud

Cybercrime and fraud are serious threats and constant vigilance is key. While Robert Gordon & Associates plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices.

To make your retirement years truly golden, understand what may be coming your way. Many of us look forward to retirement as the reward for a lifetime of hard work. While the post-work years can truly be golden for those who plan for them, many retirees are caught off guard by the facts of their new life.

Our behaviors produce the results we see in our lives.

Bringing a new child into your family holds many promises for the future. It’s a time to celebrate, but it can also change the way you manage money. From daycare to future college costs, raising a child is rewarding but expensive.

     When is a “financial advisor” really an advisor and when is he just a salesperson? The answer to that question has important implications for millions of Americans who turn to financial professionals to help them navigate often complex decisions regarding how best to invest for long-term goals, including retirement.

What’s The Difference?

When I first start talking to a new client, I often discover that they have a financial plan. At some point in the past, they worked with a financial planner who helped them build a plan that was probably a good one for their needs at that time. But then… The plan sat on the shelf. The details of the plan were not fully executed.

Creating and keeping a budget is not fun. It's also not realistic to think that you will keep a journal and write down everything you buy and tally it all up at the end of the month. Mint.com is a site that I found a few years ago and it makes budgeting a breeze.