Today marks the beginning of National Estate Planning Awareness Week, which was created to help the public better understand this important area of financial wellness. Estate planning is a little different for everyone. While you are alive, the estate planning...
What do you think is the most common problem people have in the process of building wealth? It’s nothing complicated, like developing an investment plan or determining the most tax efficient strategies to use in retirement (although knowing what you’re doing in both...
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...
