Advisor Caught with Hand in Cookie Jar

By Eve Kaplan, CFP® Practitioner Here’s a sobering tale about an advisor who got caught with his hand in a cookie jar. The theft occurred in Marlboro Township, NJ but it could have happened anywhere. Jordan Zemlock, 50, an advisor/insurance salesman, was sentenced up to 10 years in prison last week for defrauding 20 clients […]

Suze Orman’s Take on Financial Planners

Suze Orman is a media star in the buttoned up world of financial planning. Accordingly, it’s easy for some professionals to dismiss her as a “lightweight,” even though she does a credible job preaching financial common sense to overspending, undersaving American public. In particular, Orman has sound advice if you seek a good financial planner. […]

Are You Committing These 13 Financial Risks?

Financial Risk is like driving a motorcycle or a car. If you speed down the highway on a motorcycle without a helmet, your risk of an accident is increases. If you ride the same motorcycle at lower speeds and wear a helmet, you reduce your risk but incur more risk than driving a car. However, […]