oThe Bloomberg article on Monday, August 24th leads with the line: “Panic. Judgment Day. Carnage. Meltdown. Fearful. Depressing. Psychologically Draining. Wired.” These are words money managers used as they tried to process the effects of the current market downturn....
Not every financial planner is going to offer you what you need. Working with a financial planner requires making sure that you have a good fit. We’ve already gone over how to decide whether you need a financial planner and making sure you’re on the same...
Throw your Net Worth Statement in the trash. Every year most Americans look at this piece of paper riddled with dollars and cents and they draw drastic conclusions about their financial success. Often when I sit down with clients, there is a tendency to look solely at...
Every client I have is a different relationship. I work hard to understand my clients as individuals and to learn what is different about what each of them needs and how they like to work. The best clients understand that there are things they can do to contribute to...
Nothing annoys me more than not knowing what I am agreeing to pay someone. I like things to be clear cut when it comes to my money and I want to pay fairly for services. I am a business-owner myself, and understand the importance of being paid for my work. On the...
Deciding whether or not you need a financial advisor is the first step in getting your financial house in order. In making this important decision, let’s look at the type of person who benefits most from working with a financial advisor. You Might Need a...
When my husband and I bought our first house, it was with the intention of having a home office. I wanted the flexibility. I would still have the physical office, but being able to work from home was key in creating the work/life balance and flexibility that I...
“What is wrong with you?! You are all over the map!” My husband was exasperated. “One day you want one thing and the next you want something completely different. Can you just pick?” He was right – I was all over the map. We got married and...
As of 2013, yearly unpaid hospital bills in the United States amounted to more than $40 billion. For families struggling to care for loved ones with complex health issues, the rising costs of healthcare and medical services can quickly decimate financial stability....
I recently attended a wedding. The couple was in their 20s, and prior to the wedding I talked with the groom about some of their potential financial problems and stress related to money. That conversation generated several key take aways that are always good...
