Financial Advisor Blog Net
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Financial Advisor Blog Net
Blog posts written by financial advisors
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Five Ways I Plan To Save Money in February

Five Ways I Plan To Save Money in February | Financial Advisor Blog Net | Scoop.it
Now that January has passed and Christmas has been paid for, I’m sticking to my guns and tightening my belt.  There are a lot ...
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How Pretty Is Your Financial Planning Website? | Financial advisor website design and strategy

How Pretty Is Your Financial Planning Website? | Financial advisor website design and strategy | Financial Advisor Blog Net | Scoop.it
description (How pretty is your financial planning website? http://bit.ly/cVpdoW)
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Effective Retirement Planning Starts With These 3 Tips

Share Many have succeeded at effective retirement planning while many others have not . The differences between success and ...
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Egypt and the art of investing

Egypt and the art of investing | Financial Advisor Blog Net | Scoop.it
Sitting here today watching the events unfold in Egypt make me realize a few key lessons we should be reminded of and take from ...
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» Make Retirement Planning Your Main Concern Early Rather Than Later

One thing that every person should do regardless of what their age is retirement planning. The earlier it gets started, the ...
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CRE Investment Market is Clearly Improving — The Tenant Advisor

CRE Investment Market is Clearly Improving — The Tenant Advisor | Financial Advisor Blog Net | Scoop.it
CRE Investment Market is Clearly Improving — The Tenant Advisor http://bit.ly/dETUpO
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How Do You Define Success? - Good Financial Cents

How Do You Define Success? - Good Financial Cents | Financial Advisor Blog Net | Scoop.it
It was from a guy who had read an article on my blog, and the article is entitled, “How to be a Successful Financial Advisor.” ...
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Egypt Turmoil & Your Investment Portfolio

Egypt Turmoil & Your Investment Portfolio | Financial Advisor Blog Net | Scoop.it
With current headlines dominated by the civil and political unrest in Egypt, you may be wondering how this might impact your ...
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What is Probate? (And How To Avoid It)

What is Probate? (And How To Avoid It) | Financial Advisor Blog Net | Scoop.it
What is probate? While creating her financial plan, a client asked me about living trust yesterday. In explaining the ...
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Retirement Planning: Saying No to Your Kids

Retirement Planning: Saying No to Your Kids | Financial Advisor Blog Net | Scoop.it
Those two decisions will impact your retirement planning goals as you try to set aside enough money to offset the cost of ...
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Bring Your Retirement Planning Out of the Shadows | Wealth ...

Bring Your Retirement Planning Out of the Shadows | Wealth ... | Financial Advisor Blog Net | Scoop.it
Today is Groundhog Day, when Americans annually turn to this pleasingly plump member of the marmot family to forecast an early ...
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What Financial Planning is NOT | Tip'd

What Financial Planning is NOT | Tip'd | Financial Advisor Blog Net | Scoop.it
description (What Financial Planning is NOT: Financial planning is one of those generic terms that can often be misunderstood... http://bit.ly/f9A46L)
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Illinois Estate Planning: Surviving Spouses and Retirement Plans ...

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the ...
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Athena Perspectives – January 2011

Athena Perspectives – January 2011 | Financial Advisor Blog Net | Scoop.it
Strategic Market Barometer continues to indicate a Strong US Equity market.  Active Equity outperformed their respective ...
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7 IRA Changes That You Must Know for 2011 - Good Financial Cents

7 IRA Changes That You Must Know for 2011 - Good Financial Cents | Financial Advisor Blog Net | Scoop.it
If you own an IRA and participate in an employer-sponsored retirement plan, your IRA contributions may or may not be ...
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The Start Being Self Employed Now Guide

The Start Being Self Employed Now Guide | Financial Advisor Blog Net | Scoop.it
The “Start Being Self Employed Now” Guide You’re reading this because you want to work for yourself. I don’t need to convince ...
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Random Roger: Personal Finance Hobgoblins

Random Roger: Personal Finance Hobgoblins | Financial Advisor Blog Net | Scoop.it
The Trader Column in this week's Barron's devoted a lot of pixels to personal finance issues which is somewhat unusual. The ...
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Kodak: Horrible Fundamentals But Too Cheap To Short

Kodak: Horrible Fundamentals But Too Cheap To Short | Financial Advisor Blog Net | Scoop.it
At first blush shares of Eastman Kodak (EK) appear to be an attractive candidate to short. Digital cameras have essentially ...
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Locking Up Retirement Income for Life

Locking Up Retirement Income for Life | Financial Advisor Blog Net | Scoop.it
What’s your biggest worry about retirement? The most common among retirees is outliving their money. This is called longevity ...
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Estimate Your Tax Refund With TurboTax TaxCaster Calculator

A Tax Refund Estimate Calculator Are you wondering if you’re going to get a tax refund or maybe owe Uncle Sam this year? ...
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Midas Financial Planning » Blog Archive » Economy 7: Could It Help ...

With energy prices creeping up, switching to Economy 7 could save you up to £200 a year on electricity bills, but it's not the ...
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Curtis Congdon - Financial Advisor

Curtis Congdon - Financial Advisor | Financial Advisor Blog Net | Scoop.it
Curtis Congdon, CRPC* Financial Advisor Chartered Retirement Planning CounselorSM Lara, Shull & May, LLC 7600 Leesburg Pike Suite 120 East Falls Church, VA 22043 direct 703-462-2573 cell 703-975-7837 fax 703-827-2314 toll free 1-800-842-8834 curtisc@larashullmay.com Curtis Congdon is a comprehensive advisor who considers his level of responsibility to his clients as that of a "personal CFO." He joins Lara, Shull & May after four years' experience at Ameriprise Financial's Washington DC/Baltimore market group, where he was a top advisor, advisor coach, career development conference qualifier and Mercury award winner. Working with successful individuals and families who seek personalized financial advice, clients consider Curtis a "trusted resource" and appreciate his disciplined approach to providing customized solutions to meet their unique needs. Curtis believes strongly that a team approach is crucial to achieving proper wealth management. Leveraging the broad expertise and resources at LSM, he strives to ensure that he consistently provides expert guidance in financial, retirement, college education, business and investment planning. A graduate of James Madison University with a BBA Business and concentration in finance, Curtis currently holds Series 7, Series 66, Life and Health Insurance licenses and is a Chartered Retirement Planning Counselor ("CRPC"). Curtis is a native of Great Barrington, Massachusetts with strong ties to the Berkshires and greater Washington DC ...
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