Once you or an elderly loved one falls victim to a scam, it’s easier to be ripped off a second time. The 6 steps you can take today to protect an aging parent from a…
Read MoreElder Abuse: How To Protect The Elderly From Financial Crimes
How To Financially Care For An Aging Parent
As baby boomers age, more families struggle to care for their aging parents. It’s emotionally, physically, and financially difficult. However, it’s something many of us will face at some point. No matter how difficult the…
Read MoreCut Your Spending In 1-Minute With This Simple Money Management Tip
As the cost of almost everything increases, how do you align your expenses with your income or budget? This simple money management technique doesn’t require budgeting or technology. You can cut your spending with simply…
Read MoreHow A Fee-Only Financial Advisor Puts Your Financial Interests First
A fee-only financial advisor has transparent fees which the client pays. They also have a fiduciary responsibility putting your financial interests first. Learn how a fee-only advisor’s pricing works and how to find one.
Read MoreHow To Overcome The Biggest Financial Planning Obstacle
Reaching your retirement goals is easy even if you only know a little about investing. The key is figuring out your biggest obstacle and creating a plan to overcome it. Think of investing like a…
Read More15 Questions To Ask A Financial Advisor In Your First Meeting [Updated]
Hiring a financial advisor is a big decision. Here are 15 questions to ask a financial advisor to maximize success. They include things like fees, whether you’re a fiduciary, risk tolerance, goal setting and more.
Read More5 Worst Questions To Ask a Financial Advisor
Get started on the right foot with your financial advisor by avoiding these 5 questions. They’re the worst questions to ask before hiring an advisor. And, learn why that’s the case.
Read MoreThe Top 10 Not-So-Common Financial Tips for the New Year
The world is filled with Top 10 lists of financial resolutions. All you need to do is perform a Google search. Many of the lists will likely contain these common tips: Maximize your 401(k), control…
Read More2024 Wealth Management Roadmap for Spending and to Maximize Investment Growth
The cost of everything is rising, from food to interest rates. So, what does that mean for the economy in 2024? Economists predict a mixed bag in 2024. This financial outlook, focused on wealth management,…
Read MoreHow To Start Over Financially After Divorce And Still Retire When You Want
Divorce will split your income in half. When you have one income rather than two, it can feel like you’re starting over, which can be scary at age 40 or 50. Divorce can also impact…
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