How to get the most out of working with your financial planner
Communicate, communicate, communicate. This is the first rule of working with a financial planner. (It is also, by the way, the first rule of estate planning.) If you can only
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The latest blog Posts
Protect Your Parents from Scammers.
A couple weeks ago, I almost-not-really got scammed. A man called me from Capital One’s fraud department to confirm that I had not, in fact, made some purchases. (No, I
Unsexy Finances for People Solving Important Problems
I’m thinking of changing my firm’s tagline to “Unsexy finances for people solving important problems.” A friend of mine pointed me to this LinkedIn post: And it got me a’thinkin’.
Why You Might Want A Professional to Manage Your Investments
Or “Why just putting all your money in the S&P 500 isn’t enough.” (Okay, probably isn’t enough. I’m not allowed to say much that is definitive about investing.) Recently I
Should You Roll Your Old 401(k) into an IRA? Maybe. What Else Might You Do?
Do you have an old 401(k)? Or possibly four? The best time to make a decision about an old 401(k) is shortly after leaving the company. The next best time
What Clients Really Care About (from our 2023 and 2024 Client Feedback Surveys). Do You Agree?
After two years of annual client-feedback surveys, I have learned two important things: I suck at writing client-feedback surveys. Talking with a financial planner who really knows and cares for