You likely haven’t given your health insurance plan much thought, if you have had a stable job for most of …
Why the Need?
When it boils down to it both men and women want to achieve long term financial security. So how is …
Why Your Strategy Matters
Student loan payments can eat up a big portion of your paycheck before it even has the chance to hit …
The Swiss Army Knife of Financial Tools
In recent years, another retirement savings vehicle has come about that might be superior to the 401(k): a health savings …
Smart Family Investments
Raising a family and investing for retirement are not tasks that constantly have to be at odds with one another. …
Tales of the DIY: Diversifying by Advisor
It could be fine to have multiple advisors if these risks and limitations are kept in mind and addressed by …
Love. Marriage. Money.
All couples fight, even successful ones. But it seems that money can be a particularly sore subject in relationships. Today …
It’s not what you want to hear.
In my experience, some financial practices are more transaction-oriented, which means that after a short onboarding process, the advisor gives …
Is Your Advisor a Part-Time Fiduciary?
Have you this year received an invitation in the mail for a fancy steak dinner with a “fiduciary financial advisor?” …
The Unforeseen Dangers on the Road to Retirement
You can deal with the unexpected rather than letting it ruin your retirement hopes. Today’s episode of nestology TV we …