As you advance in your career and begin to build financial security and invest for the future, you will build a financial team. Most likely, you will do this one professional at a time. You’ll find a CPA to do your taxes, a financial advisor for investments, and an...
You’re thinking about rolling over your 401(k). Or maybe you just inherited some money and you’re not sure what to do with it. Where do you go for advice? You talk with a friend, and they have some ideas. Your brother-in-law has opinions about index funds....
How safe is your IRA? Not from economic ups and downs, but from your own vulnerability to scammers? While financial scams are often perceived as targeting senior citizens, younger generations are equally susceptible. Two examples of people who suffered serious...
For decades, I have maintained that anyone seeking a financial advisor is best served by a professional who has a fiduciary responsibility to put clients’ interests ahead of their own. One indicator of a planner’s fiduciary status is how they make their money. The way...
Is Financial Trauma Holding You Back From Living Your Best Life? By Alana Benson April 17, 2024 Whether it’s going to bed before midnight, eating broccoli, or dealing with your finances, doing the “right” thing can sometimes feel like a herculean effort. Similar to an...
