Watch this video on YouTube Money is just one of many challenges to becoming part of a couple. Probably the most common question couples ask me concerns the best way to handle their cash management. Specifically, they wonder if they should combine all their cash flow...
Watch this video on YouTube Suppose one of my clients has his heart set on using half of his retirement account to buy each of his grandchildren a new car. Or a client in a panic over falling markets wants to sell all her stocks and buy gold. What is my responsibility...
Watch this video on YouTube Last week I reported on the three top questions investors wanted answered when advisors recommended investments. The rankings came from a survey of investors, funded by Dimensional Fund Advisors, conducted in March 2014 by Advisor Impact. I...
To open a 529 college savings plan for a child or grandchild, you don’t have to stick with your own state’s plan. You can choose one from another state if it has lower fees or is a better fit for your family. The important word in that last sentence is...
Watch this video on YouTube When an advisor recommends a particular investment, how do you know it’s right for you? Financial writers, myself included, say you need to ask questions. The trouble is, according to a recent survey, most investors ask the wrong...
