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It’s here again…tax season! I’m sure you’re as excited as I am! As the documents come rolling in, be sure to also keep all of these documents in a safe place – either physically in a safe at home, or electronically in a secure folder. Having quick access to all of...
When looking for the right financial advisor, a few things are of utmost importance including: are they a fiduciary, and what conflicts of interest exist, especially regarding how they get paid. But it goes beyond these details. You want to find your person - a...
Financial Planning can change your life. Finding a financial planner who "gets you" can be the difference between retiring early and living your best life today. Unfortunately, all financial planners (aka financial advisors, wealth managers, and asset managers) are...
There's been a lot of conversation lately about "fee-based" and "fee-only" financial planning. And if you skim the articles, you may miss the very important distinction between the two. Just like so much else in traditional finance, these terms are both vague and...
Meghann Age: 24 Marital Status: Single, No dependents Goals: Plan to pay off student loan debt. Budget for savings, travel, and first home. Start investing in a retirement plan at work. Figure out how much she can donate to environmental organizations....
Nothing spammy, just things we think you should know…and the occasional pun (only when it makes cents).