It’s spring and love is in the air, but before you make the commitment, prioritize having a serious money discussion.
This includes everything from current
Why do we make dumb money mistakes? The easy answer is that we can’t help ourselves. We are evolutionarily programed to take shortcuts. Our brain is wired to be
My eldest son is house hunting. This is a major purchase for him, and he wants to make a sound investment.
One frequent mistake of first-time homebuyers is to
I met a young couple recently on their third “financial adviser.” This one sold them a flexible premium variable life insurance plan. Insurance agents are held
I always struggle with my professional title.
Some of the standard monikers include financial consultant, investment adviser, financial adviser, wealth manager
I’ll confess. I am not good with budgeting. I have a rough idea of what I should spend, but often get distracted and don’t pay close attention.
My husband and
2020 has been a stressful year. In normal years, many people find November and December stressful. There are generally more expectations and activities from
One of the highlights every year is attending the National Association of Personal Financial Advisors conference. This year, the conference was virtual. I
I was intrigued this week when a story in my newsfeed headlined, “Americans’ love affair with pickup trucks might be derailing their retirement plans” popped up
Everybody is trying to get an edge on the market and predict what it will do leading up to and after the election in November. Like many advisers, I’m getting
The retirement savings crisis has been growing for several years. The COVID19 pandemic is accelerating the impact.
One factor is increased unemployment and
My business group uses July to take a midyear checkup. We look at our budgets, planned projects and keep one another accountable. 2020 has not been the year
