‘I’m Always Worrying’: The Emotional Toll of Financial Stress Experts share tips on how to feel empowered and manage stress as prices continue to rise. By Christina Caron July 25, 2022 For Ellie Alvarado, a teacher and mother of three in Elgin, Ill., figuring out how...
The New CFP Book on the Psychology of Financial Planning By Advisor Perspectives July 20, 2022 Listen to the Podcast About This Episode The CFP Board published a book called the Psychology of Financial Planning. This groundbreaking new material incorporates...
‘We’re really glad you made all these mistakes.’ This financial planner uses his five near-bankruptcies to help clients manage risk. By Morey Stettner July 19, 2022 Like many financial advisers, Rick Kahler runs a successful practice. But he may be the only one who...
Spending without guilt By Myriam Robinson June 28, 2022 Treat Yo’ Self! It sounds fun and easy, right?! But for every Tom and Donna who can spend without a second thought (on a planned, specific day so there’s a layer of responsibility), there’s a Ben who has trouble...
How to Find a Financial Planner Who’s Right for You May 3, 2022 Question: I am new to investing and looking for a financial adviser. Do you have any advice for me? Answer: Plenty of people go to advisers with little to no experience in investing, but not all...
How Often Should Your Financial Adviser Be Meeting With You? By: Alisa Wolfson | May 2, 2022 Question: We need a new advisor. We are not wealthy and don’t have a high net worth, however, our combined married income is pretty decent, and we should have more in...
