I’m Pregnant. What Do I Need to Do?
If you find yourself pregnant, congratulations! Now let’s talk finances. (See that suave transition, there?) Following are The Basics of what you need to think about if you’re about to have a kid.
I Just Got a Job Offer. What Should I Be Looking At?
You’ve received a job offer. Congratulations! If only the struggle were over.Read More
So, Meg, What Do You DO, Anyway?
Subtitled “What You Could Reasonably Expect a Good Financial Planner to Do for You”
Your Financial Advisor Has Conflicts of Interest. What Can You Do About It?
Rule #1: Realize that all advisors have conflicts of interest. It’s not (necessarily) a condemnation of the advisor to have them. It is, realistically, impossible to avoid them.Read More
How Do I Know If I’m Saving Enough?
For shorter term goals, the answer is: Math.
For longer term goals, the answer is: You don’t.Read More
Do I Need a Financial Planner?
Yes, I can read minds. Because that is what you’re wondering, right? And well you should! I don’t know anyone who’s not a little worried about their finances. Us financial planners included.Read More
Playing Financial Self-Defense
Last week President Trump issued an order effectively gutting the Department of Labor’s rule that protects your retirement accounts against intentionally bad advice.Read More
Buyer’s Remorse? Don’t Let It Distract You
‘Tis the day after Christmas, and although I’m writing this before Christmas, I’ve been through enough Christmases to know how it feels to look around the chaotic living room and wonder “did I really need to buy All This Stuff?” (times 10 if you have children)
Looking for a Financial Planner: The Great Unknown
“I’m not all that sure what they do. Or how to find them. Or how they work. Or how much they cost. Or how to choose one.”Read More
