5 Good Financial Lifetime Decisions

Financial Decision Making
Financial Decision Making

5 Good Financial Lifetime Decisions

I help a lot of clients with their financial decision making. In some cases, clients need to save money on taxes and in other cases they want to know how to pay for college educations or how to have more money to spend in retirement. However old you are, the financial decisions you make affect your future. A lifetime of good financial decisions will improve your chances of fulfilling your goals and meeting your family obligations. Here are 5 decisions that will put you on the road to financial success! read more

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Workplace Benefits During Job Transitions and Retirement

Job Benefits During Transitions

Workplace Benefits During Job Transitions and Retirement

Leaving a job, no matter what the reason, is a time of emotional turmoil and disruption. Sometimes these transitions are planned, such as getting a better job at another employer. In some cases, the transition will be unplanned, such as having your job eliminated or moved. During these transitions it’s very important to understand what the options are for your workplace benefits. Employers make some benefits portable and employees need to know what to sign up for and what to skip. You should be talking with your financial advisor during times of transition to get the advice you need on this complex topic. read more

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John Oliver hits Financial Services Industry Hard!

John Oliver hits Financial Services Industry Hard!

I have to share this very funny segment with you from John Oliver. If you can’t see the Video above, then click on This Link. He points out, in a very entertaining way, how poor the financial services industry does when helping their clients and how really important it is to hire a fiduciary. Remember that a CFP® advisor is a fiduciary and at Cereus Financial Advisors, we only advise you as a fiduciary.

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Choosing a Financial Advisor and the new Department of Labor Rules

Park at Own Risk sign

Choosing a Financial Advisor and the New Department of Labor Rules

There are some changes coming for financial advisors because the Department of Labor has just issued new rules which govern financial advice regarding retirement plans. There has been a little coverage in the mass media, but like many new rules from Washington, the final rule is complex. The rule, its exemptions and amendments are hundreds of pages long. The financial and consumer press is saying things like “The ‘fiduciary rule’ is a great victory for retirement savers – MarketWatch“, and “New Rule Says Financial Advisers Must Act In Your Best Interest – Consumer Reports“. It’s true the new rules might improve the landscape for consumers and retirement accounts, but how will the rules really affect consumers? How will it affect the process of choosing a financial advisor? In this blog posting I want to discuss some of these issues. Sorry about the length, but the subject is complicated. read more

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