Not every financial advisor is a fiduciary: Why it matters for your money
Wondering “is my financial advisor a fiduciary?” Hiring the wrong professional could cost you significant money and long-term financial security. Who you take financial advice from is completely your prerogative, but we believe that you should be working with a Fiduciary. Linkedin Searching For a Fiduciary Maybe, you already have a financial […]
How to verify a fiduciary advisor
Are the professionals providing you financial advice acting as a fiduciary? Here’s how to verify a fiduciary advisor. Linkedin When you need critical health, legal, or tax advice, you probably seek the services of an expert. You assume this “expert” will give advice that is intended to give you the very best outcomes specific to […]
How to recognize the need to provide care for a loved one
It can be very hard to watch as your loved one, who may be happy living independently, starts to decline physically, mentally, or both. You may not want to overstep or force yourself into a situation, but avoiding this issue could put your loved one or someone else in harm’s way. Linkedin It is […]
Retirement accounts are bad retirement plans
Retirement accounts are not actual retirement “plans.” You may be confused about your financial future because you don’t have a plan. Read to find out. Linkedin What if I told you that you don’t have a retirement plan or that your retirement plan is likely inadequate? Would you be surprised or confused? Retirement accounts are […]
HELP! – How to avoid “being sold to” by a “so-called” financial advisor.
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts, and stories about how their perspective is special because of their history. We call them asset-gatherers, and they are many. They are hunting for money and you are their target. Linkedin Have you ever wondered why it seems […]
The Top 5 Things to Know About Independent Financial Advisors
If you are considering hiring an independent financial advisor, make sure you understand and are comfortable with the level of their independence.
Four Retirement Planning Questions To Consider
Be honest. Have you ever thought, “Am I doing what I should be doing planning for my retirement?” If so, you’re definitely not alone. It’s common to ask big-picture questions these days, especially when it comes to important issues like retirement planning and your financial future. We’ve made it through many of the […]
Fee-Based or Fee-Only Financial Planner?
The decision you make regarding whom you get financial and/or investment-related advice from is important. Read this article to learn the key difference between fee-only and fee-based advisors. Linkedin Seeking Financial Guidance When you need critical health, legal, or tax advice, you probably seek the services of an expert whom you assume will provide […]
The Effects of Investment Fees Over Time
High management fees may rob your retirement accounts and investments’ ability to grow. Who’s Giving You Advice When it comes to investing, everyone has an opinion on the best way to go about it. There are stockbrokers and money managers who always seem to have the best ideas but never seem to […]
How to talk to your spouse about money
Valentine’s Day is here! (Don’t forget to pick up that last-minute gift!) February is known as a month of love! One way to jumpstart your holiday is to have healthy conversations with your spouse or significant other about money and finances. That is easily said but harder to do! This article can help you navigate […]
Where to get started when providing or coordinating care for a loved one
Meta Description Linkedin Most people like to help others, and many people make promises to their loved ones that they will be there for them, to take care of them. But exactly what does that entail? Does it mean coordinating or personally administering services? Either situation is an intense, time-consuming, and stressful job. Before […]
What is the FIRE Movement?
Following the FIRE Movement? Seeking financial independence? Want to retire early? Start with this article. Connect on Linkedin Much of the chatter in the financial world is chattering with the word “Fire,” specifically the acronym “F.I.R.E.” But what does this mean, and why does it matter? The acronym stands for Financial Independence, […]