Worried about your money these days? You’re not the only one! A recent USA Today survey found that more than 70% of Americans feel financially...
Personal Finances
All Personal Finances Articles
Do Insurers Rule the World?
I am confused about insurance—as are many of you, I’m sure. You pay premiums for cars, homes, jewelry and more for years and years…and then...
What is Holistic Financial Planning?
Holistic financial planning brings all aspects of your financial plan, budgeting, savings and investing, and more together to serve your long term goals
Is Your Financial Advisor Ripping You Off?
Millions of Âinvestors trust financial advisors with their nest eggs. But how do you determine whether it’s wise to rely on the advisor you’re considering…or...
How to Find a Financial Advisor You Can Trust
A financial advisor you can trust will answer any question you may have, and be transparent about fee structures, commissions, and investment practices.
Can a Financial Advisor Help Me with Estate Planning?
An estate planning financial advisor can help ensure your last wishes are carried out with the greatest benefits for your loved ones and favorite causes.
How Do Financial Advisors Help with Charitable Deductions
Financial advisors can help with philanthropy. Maximizing charitable deductions and helping you make the most impact with your philanthropic giving.
Can My Financial Advisor Help with Household Budgeting?
Your financial advisor can help with household budgeting. In fact helping with your budget will be foundational to your long-term financial plans.
Should I Hire a Separate Advisor for Investment Management?
A financial advisor can help you meet your financial goals. However, you may need to consider a separate advisor who specializes in investment management.
Benefits of Hiring a Financial Advisor Before You Retire
The benefits of hiring a financial advisor before retirement are numerous: more savings, flexibility to meet life goals as they change, and more.
Surprise! Yet Another Fee
I received a letter from my doctor’s office—an internist my husband and I have been seeing for more than 25 years—asking me to pay an...
How Much Do Financial Advisors Cost?
A major concern when seeking financial help is how much a financial advisor will cost. This depends on the fee model the advisor works under.
