Your emergency fund can help you cover the cost of life’s unpleasant surprises like medical bills, car repairs, or even job loss. Without one, these unfortunate situations become even worse, as you could face some tough decisions when things don’t go according to...
At some point, most investors face the same dilemma: should you manage your money yourself or hire a professional to help you? As a financial planner, I am biased towards suggesting that investors seek out help. That being said, let me share a quick story to give more...
Five years ago, my wife and I found out we were having our first baby. This thrilling moment in our marriage was quickly followed by the sobering realization of the costs involved in raising a child. Many people receive help from family, friends and baby...
People change advisors all the time, but they don’t always consider the various costs they incur in the process. Some costs may be unavoidable if you want to make a change or follow your preferred advisor to a new firm; however, you can take some proactive steps with...
