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Get your free copy of Stress-Free Retirement. Bias Happens, But It Can Be Avoided. Tuesday, July 7, 2015. Financial Advisor bias is the biggest threat to your wealth- growing it and keeping it. People wrongly assume that all advisors have the same ability, same skills, same education, and same products available to them. In actuality, most financial advisors lack training or credentials in financial planning. Most don’t have a full bag of clubs Continue Reading…. Estimated reading time: 5 minute(s).

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Get your free copy of Stress-Free Retirement. Bias Happens, But It Can Be Avoided. Tuesday, July 7, 2015. Financial Advisor bias is the biggest threat to your wealth- growing it and keeping it. People wrongly assume that all advisors have the same ability, same skills, same education, and same products available to them. In actuality, most financial advisors lack training or credentials in financial planning. Most don’t have a full bag of clubs Continue Reading…. Estimated reading time: 5 minute(s).

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Jim Heafner Blog | jimheafner.com Reviews

https://jimheafner.com

Get your free copy of Stress-Free Retirement. Bias Happens, But It Can Be Avoided. Tuesday, July 7, 2015. Financial Advisor bias is the biggest threat to your wealth- growing it and keeping it. People wrongly assume that all advisors have the same ability, same skills, same education, and same products available to them. In actuality, most financial advisors lack training or credentials in financial planning. Most don’t have a full bag of clubs Continue Reading…. Estimated reading time: 5 minute(s).

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Uncategorized Archives | Jim Heafner Blog

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Get your free copy of Stress-Free Retirement. The Role of Index Annuities in Financial Planning. Friday, June 10, 2016. What role do index annuities play in financial planning? Can they provide growth or just income? First, let’s address index annuity growth versus market growth. Since 1995, some of the better index annuities have historically averaged 4 to 5%.1 Many would dismiss this growth, compared to the stock market’s higher returns. The disconnect is Continue Reading…. Thursday, April 21, 2016.

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About Jim Heafner | Jim Heafner Blog

http://jimheafner.com/about-jim-heafner

Get your free copy of Stress-Free Retirement. JIM HEAFNER, MBA, CERTIFIED FINANCIAL PLANNER PRESIDENT. He joined a Wall Street brokerage/insurance firm and found that the advice given by Wall Street was designed for their success, not yours. Frustrated with the self-serving, high-risk Wall Street system, he left to start his own business, helping families cut through the Wall Street muck and accomplish their desires. Interview with Famed Journalist Myron Kandel. Bias Happens, But It Can Be Avoided.

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Comment Policy | Jim Heafner Blog

http://jimheafner.com/comment-policy

Get your free copy of Stress-Free Retirement. This site provides the opportunity for visitors to communicate in the public domain through visitor-submitted, published comments. The nature inherent in online dialog raises significant questions in the areas of privacy, responsibility, and ownership of data related to these published conversations. It is our belief that you deserve to know your rights and responsibilities as a com menter on this site. This site is intended for all ages. Comment data related...

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Bias Happens, But It Can Be Avoided | Jim Heafner Blog

http://jimheafner.com/2015/07/bias-happens-but-it-can-be-avoided

Get your free copy of Stress-Free Retirement. Bias Happens, But It Can Be Avoided. Tuesday, July 7, 2015. Imagine you’re a rep who can only sell mutual funds. What would you recommend to your clients? Mutual funds. If all you have is a hammer, everything looks like a nail, right? Until they work for the competition, they may always believe that that first product is the only thing you should buy. Annuity salesmen believe you should never buy a mutual fund. Mutual fund salesmen believe you should ...Getti...

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The Importance of a Certified Financial Advisor | Jim Heafner Blog

http://jimheafner.com/2015/07/the-importance-of-a-certified-financial-advisor

Get your free copy of Stress-Free Retirement. The Importance of a Certified Financial Advisor. Tuesday, July 7, 2015. The second question is Where is my plan? A real financial plan needs to address tax reduction whenever possible, and strategies to provide a predictable lifetime income and grow reserves for future use, per the client’s goals. A plan needs to show where your income will come from each month throughout retirement, even as market’s swing up and down. Leave a Reply Cancel reply. Investment A...

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Get your free copy of Stress-Free Retirement. Bias Happens, But It Can Be Avoided. Tuesday, July 7, 2015. Financial Advisor bias is the biggest threat to your wealth- growing it and keeping it. People wrongly assume that all advisors have the same ability, same skills, same education, and same products available to them. In actuality, most financial advisors lack training or credentials in financial planning. Most don’t have a full bag of clubs Continue Reading…. Estimated reading time: 5 minute(s).

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