The Advanced Financial Group News


As adults, we typically don’t see ages the same way that kids do. But some ages are particularly important. Why? Because they have significant implications for your finances. Here are three of those milestones:

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Yogi-isms and Investing

But these days, he’s probably best remembered for his “Yogi-isms”.  His pithy, off-the-cuff sayings combined wisdom with humor, delivered in the form of irony, malapropisms, and oxymorons. 

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2020: The Year in Review

Every January, it’s customary to look back at the year that was. What were the highlights? What were the lowlights? What events will we always remember? Most importantly, what did we learn?

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Did you know? Important information for people with retirement plans

The proof is in the numbers.  According to a recent study by Charles Schwab, 81% of people with a self-directed brokerage account in their retirement plan do not use a financial advisor – and on average, they have $214,909 less than in their account compared to the 19% who do use an advisor.1

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