Below you'll find a list of all posts that have been tagged as “D.I.Y. Investing”
Raising a family and investing for retirement are not tasks that constantly have to be at odds with one another. Today Kevin Foster, CFP discusses how to make the most of your money while raising a family and trying to save for your future retirement goals.
It could be fine to have multiple advisors if these risks and limitations are kept in mind and addressed by having someone to oversee it all. We recently had to address a unique situation in regard to their step-up in basis and issues with a do-it-yourself investor having too many custodians after the passing of their loved one.
In trying to do it yourself, there’s the chance you could do it all wrong. Many successful people refrain from trying to plan their financial futures. They delegate that job to professionals, as they lack the time, inclination, or knowledge to do it themselves. This makes sense. It takes years to gain a thorough understanding of financial market cycles and …
