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As a consumer and marketing professional, I have found that there are many confusing aspects of financial services. My hope in blogging about these topics is to provide insight to others, like myself who have disciplines outside the financial world. Hopefully I will help provide some clarity (and humor) along the way. 

Financial advice is going to vary from person-to-person and can be addressed in a complimentary consultation with Michael D. Fields, CFP. Schedule yours at 317.844.5100 

Already a client? Please feel welcome to pass on this blog to friends that could benefit from the information within. 

 

Friday, August 26, 2016

As a first grader our sons life goals jumped from Power Ranger to Iron Man overnight. I know, kids change their mind daily about what they want to be when they grow up. This change caught my attention, not because he wants to be a...

 

Friday, August 26, 2016

These days the process of churning tax returns has become a faceless product. In fact, most returns do not require a discussion if they only include a 1040 form and not much else. However, people are getting more savvy, education and...

 

Thursday, May 19, 2016

April 17th, the day that my friend told me the round about would be open. Finally, I have been waiting for this day for three months. Instantly I took to social media to proclaim to everyone within shouting distance the date it would...

 

Wednesday, May 11, 2016

As a young person it wasn't my impression that single people in their 20's would qualify as needing an advisor. So, one of my first questions was, "what's the right age to start using a financial advisor"?

 

Tuesday, April 12, 2016

Let's be honest, finding the right advisor can be confusing. Every time I do a web search, LinkedIn review or business card sort I am overwhelmed with acronyms. As cool as it seems to have certifications, one must ask... why? Do these...

 

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Wednesday, March 30, 2016

I have met many professionals in the financial services industry over the last decade. One of the most confusing aspects of this profession is knowing what services individuals provide based upon their title. Take three people with the...