June 1, 2022
Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own and think you might want to hire professional help: My…
May 2022
Attention all you late 40-, 50- and early 60-somethings who have attempted and "failed" to hire a financial planner: Simplify your hiring process. This article will tell you…
May 4, 2022
Two common misconceptions need to be cleared up before you can even start to understand how financial planners are paid and which one you should choose.
Misconception #1: Planners…
April 15, 2022
When you pick a new financial planner, you want to be clear about how that person gets compensated, whether that works for your particular situation, and whether you…
April 7, 2022
Not only is it important to understand the different types of wealth-building accounts but to understand what kinds of assets should be placed in each one. This article…
March 2022
It's no secret that any market -- stocks, bond, real estate, cryptocurrency, etc. -- goes up and down. What may not be so clear is how this affects your…