scott.smith@orpfa.com

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So far Scott has created 10 blog entries.

5 Ideas to Improve Your Finances in 2017

By | January 26th, 2017|Blogs|

We have again reached the point of turning the calendar over and are embarking on a new year on our calendar.  It’s now a good [...]

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The Importance of the Risk Profile in Financial Planning

By | January 12th, 2017|Blogs|

When working with clients and determining a proper risk strategy for their financial plan one of the most important aspects is determining their “risk profile” [...]

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What to Consider When Buying a New (to you) Car

By | December 6th, 2016|Blogs|

Do you get nervous when it’s time to buy a car? Do you dread going into the dealership because you fear being attacked the way [...]

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Why Do You Need an Estate Plan?

By | November 8th, 2016|Blogs|

Often times in Financial Planning the least enjoyable topic for clients is Estate Planning. Honestly, Estate Planning is uncomfortable. Some people get very uncomfortable – [...]

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Do You Really Need a Financial Adviser?

By | November 1st, 2016|Blogs|

While attending a local car show I was admiring a new Corvette Z06 that a gentleman had brought to the show. We started talking. He [...]

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Asset Allocation v. Asset Location

By | October 25th, 2016|Blogs|

Last week I was meeting with new clients doing a review of their investment portfolio. I was amazed that two people in their mid-thirties had [...]

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Collector Cars and the Tax Man

By | September 26th, 2016|Blogs|

Maybe you already own a 1962 Corvette and a 1968 Camaro but your buddies at Cars and Coffee have been telling you that more modern [...]

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Collecting Cars and Financial Planning

By | August 21st, 2016|Blogs|

If you’ve lived in (or anywhere) near the city of Detroit for long enough, chances are you’ve developed a fascination with cars. From basic transportation, [...]

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Financial Personalities

By | July 17th, 2016|Blogs|

When meeting with prospective clients one of the first things I try to do is get a feel for how they like to spend their [...]

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How Financial Planners Work – It’s about the process

By | July 15th, 2016|Blogs|

One of the most gratifying things about being a financial planner is when I have an opportunity to describe what a financial planner actually does [...]

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