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An Investment Advisor Talks About How Money Can’t Buy Due Diligence

An Investment Advisor Talks About How Money Can’t Buy Due Diligence

by Heid Huiskamp Collins | Aug 22, 2018 | Financial Planning, News

It’s a toss-up; I don’t know which I love more: connecting with and “loving on” my clients or really digging in and doing the research and analysis to find the very best new investment ideas for those same customers.  What’s really great is when I can do...
An Investment Advisor Talks About How Money Can’t Buy Creativity

An Investment Advisor Talks About How Money Can’t Buy Creativity

by Heid Huiskamp Collins | Aug 10, 2018 | Financial Planning, For Women, News

I have a brilliant new female client.  She is single and in her mid-50s and told me she needs to work until she is 65.  She wanted me to do a financial plan for her that would help her navigate to retirement. The problem?  She hates her job. ...

An Investment Advisor Talks About Credit Card Debt

by Heid Huiskamp Collins | Mar 5, 2018 | Financial Planning, News

In mid-2017, NerdWallet reported that Americans held $12.96 trillion of total household debt.  For those Americans who did carry debt, the average household had $131,431.00 (including mortgages).  Of those holding credit card debt, the average household carried a...

An Investment Advisor Talks About Your “Emergency Account”

by Heid Huiskamp Collins | Feb 6, 2018 | Financial Planning, News

According to the latest data reported by CNBC, 57 million Americans have zero emergency savings.  This equates to 24% of all adults, but, more disturbingly, a full 32% of young “Boomer” adults ages 53 to 62.  This age group, nearing retirement and most in...

An Investment Advisor Talks About Preparing for Retirement

by Heid Huiskamp Collins | Dec 18, 2017 | Financial Planning, News

Throw out the mindset that retirement is an arbitrary age like 62 or 65.  Instead, retirement should be the point at which you reach a certain level of financial security that will sustain you throughout your retirement years.  Financial security means a lot of...

An Investment Advisor Talks About Stocks

by Heid Huiskamp Collins | Nov 6, 2017 | Financial Planning, News

Even older retirees need to invest in stocks for growth in order to protect the value of their purchasing power during periods of rising inflation.  I’ve talked to retirees who tell me they can’t invest in stocks as they won’t have enough time to...
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