Patrick Monahan

The Four Basic Client-Advisor Communications: Are You Getting Them?

When it comes to working with a financial advisor, many people are unsure of what to expect. They don’t know how often they should be communicating with their advisor, or what kind of feedback is appropriate on a regular basis. I believe that there are four basic communications that should happen on a routine basis between an advisor and his…

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John McArthur

Your Money and Process for Monitoring Your Financial Life

It’s more atypical for someone to achieve their retirement goals without a plan and the discipline and resources to navigate through it. Skill and insight are required, but the importance of well-established habits and monitoring progress can’t be understated. The same is true in many other aspects of life. Pilots, for example, need special skills to do their job. They…

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Matt Haywood

The Top Five Things to Consider when Evaluating your 401(k) Advisor

Sponsors of 401(k) plans likely work with an advisor to help shape and make recommendations on the funds and investments they offer their plan participants. I say “likely work with” because today, there tend to be many who claim to wear the advisor hat but who may not live up to what you should be getting from a 401(k) plan…

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John McArthur

Your Money and Your Day-to-Day Decisions

We started this article series talking about your money and your emotions. Our emotions have an effect on financial matters, whether we realize it or not. The everyday decisions we make also have an impact on long term success. Those decisions are made at the ice cream stand, the hardware store, the auto repair shop, and with many other things…

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John McArthur

Your Money and Your Legacy; How “Legacy Thinking” Can Enrich Your Life

What does a legacy look like? “Legacy” is defined in different ways. Some of the most common dictionary sources cite definitions similar to this: leg•a•cy – something (such as property or money) that is received from someone who has died. We at Krilogy have a different viewpoint. You probably do, too. Our clients often see their legacy as being partly…

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Matt Haywood

Five things to know and do AFTER you’ve enrolled in a 401(k)

You’ve enrolled in your company’s 401(k) program. You got the ball rolling, so now what? In a previous article we gave some pointers about right-sizing your involvement and getting help from a professional. But you still have questions. Financial planning has many layers. Let’s peel back some of those layers and address five important points. Revisit asset allocation frequently Proper…

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Pat O'Brien

After the Settlement: Managing Your Finances for the Long-Term

Going to court is never a fun or easy thing for the parties involved. In most cases, you’re there because you’ve been involved in an accident, experienced a hardship, or been through some sort of tragedy. There’s a sense of relief when it’s over and the settlements have been finalized, but believe it or not, that’s just the beginning of…

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Nathan Holt

Getting Your Finances on Track after a Divorce

The process of divorce brings out a full range of emotions, from shock and anger to fear and uncertainty. The legal proceedings, compromises and settlements to be made can lead to a lack of confidence and vision for the future. Once the decree is finalized, one may not know what to do next, or who to turn to for financial…

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Pat O'Brien

What’s the Difference between a Financial Planner and a Wealth Manager?

In the financial services industry, there are many terms used to describe the professionals who help you with your investments. Over the course of my career, I’ve heard them all used interchangeably and what I’ve realized is that most investors don’t know the differences that exist among the various titles and certifications. The two that I see used the most…

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Bill Pohrer

Start Talking About Your Money

The public is exposed to a daily barrage of messages about money, investing and retirement planning. These range from news stories about the future of social security, commercials about how long you may live and ongoing commentary about potential market impacts resulting from troubles overseas. Yet with all this chatter, a recent Fidelity survey as discussed in The Philadelphia Inquirer…

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