This blog is thanks to an alert reader who asked me the question about why all financial planners are not required to be fiduciaries. I’m ALWAYS looking for blog topics, so please e-mail me your questions! First, what is a fiduciary? In financial services, being a fiduciary means that your advice ALWAYS benefits the client…
Yep, it’s been a while since we last had a recession. And while I don’t know if we are in one now (that’s something you don’t know until it’s over), the 2022 market losses probably feel recession-y to you. You may have forgotten what they are like, so here is a fast FAQ on recessions.…
Ah, the holidays. A time when you want to spend more money than usual, but your bills and paycheck stay the same. According to the ubiquitous ads on the radio, you should be refinancing your mortgage and all of your financial dreams will come true. Is this really the case? I went to mortgage…
Read it if you can! I can only seem to find this article in photograph form, but it justifies all of my shopping trips, so I wanted to share. Click here for more.
I recently received a question from someone who wishes to remain anonymous: he and his wife are considering separating and he was wondering about his next step financially – specifically about relocating and what his options are. Divorce is an unsettling time and one of the biggest concerns is where to live. And this…
For the inaugural Ask-the-Advisor blog, I answer a question from Jennifer, a mom whose teenager who needs help managing her cash. Q: I have a teenager who I believe is ready to take the step into having a debit card to access her funds. Our bank will not allow us to do that without a…
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