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 MoreHow To Financially Care For An Aging Parent
As baby boomers age, more families are struggling with caring for their aging parents. It’s emotionally, physically, and financially difficult. However, it’s something we will all face at some point in our lives. So, it’s…
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
Are you looking for someone who can help you invest your money? Finding the right financial advisor can be like driving on the open road. You’re bombarded by flyers, advertisements, and promises as much as…
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 More14 Questions To Ask A Financial Advisor To Maximize Success [Updated]
Hiring a financial advisor is a big decision. You’re handing over your hard-earned money and hoping the professional advice will help you earn even more money. To find a financial advisor who puts your interests…
Read More5 Worst Questions To Ask a Financial Advisor
After 17 years as a CERTIFIED FINANCIAL PLANNER™ and an additional 6 years in the financial services industry before that, I have heard a lot of questions from people seeking to hire a financial planner…
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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