Breaking up is hard to do. Same as with a significant other, ending a long-standing relationship with your financial advisor can be complex, painful, and expensive. But lately, you can’t escape the feeling it’s just not working any more. Is it a case of “the grass is always greener” or Read more…
Managing your money is not rocket science. Many argue that much of it is just common sense. And so much has been written, broadcast, and podcast about it that you’d think any reasonably intelligent person could figure out the rest. So why would anyone – much less a CERTIFIED FINANCIAL Read more…
The Health Savings Account (HSA) is the MVP of tax-advantaged accounts because it offers three valuable tax savings benefits. It allows for a tax-deductible contribution, tax-free growth and tax-free withdrawals for qualified expenses.
You’ve taken a huge step, so give yourself a hearty round of applause. But before you stuff that document into your file cabinet, you should know what NOT to do if you want your financial peace of mind to last.
For grandparents who want to help with education funding, this other, decidedly less joyful aspect of schooling, the possibilities are many.
With emotions running high, you need to focus on the aspects of your finances you can control. No matter what happens, a good dose of serenity, courage, and wisdom will help keep your financial plan on track well beyond the first 100 days of the new Presidency.
Communication is a two-way street and when it comes to finding and working with a financial advisor, knowing what questions to ask can help you be more proactive with your advisor. Good communication will help foster a collaborative relationship and your investment strategy will have a better chance at yielding the results you would expect to have when working with a professional advisor.