Well, in reality, they are here. RoboAdvisors, that is. Over the last few years, people in my industry have made a big deal about selling the services of their RoboAdvisors or hand-wringing that RoboAdvisors are the death knell of human…
As a financial adviser, it’s a balance between convincing you to save for the future and not being such a total nag that you don’t enjoy your life. That said, the estimated $20 billion expected to be spent on Valentine’s…
And just like that it seems we go from embarrassing, misspelled, grammatically incorrect tweets which just irritate both allies and haters to real missiles being launched at our enemies and friends. Among other worries, you might wonder how the U.S.…
Remember that icebreaker game, Three Truths and a Lie? You give 4 facts about yourself and the group guesses which one is the lie? I am a horrible liar (good news for those of you who are my clients!) and…
We are into the misery of winter now. Short, cold days, runny noses, and lumpy sweaters make you long for a beach vacation. But what if you could put that vacation money to use in your investments? What kind of…
After being stuck in the Senate for over 6 months (thanks, as usual, Ted Cruz!), the Setting Every Citizen Up for Retirement Security, aka the SECURE act, was finally signed into law at the end of 2019. What does…
The idea of a recession is scary, but planning and rational action can lessen the worry. You can't control the stock market, but you can control your money. This fast, free class gives you 5 actionable tips to get your household finances ready for a recession tomorrow, next month, or next year.
