What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.
Depending on the article, they sound like a college fund, a
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
I started this series because of a pattern I kept running into.
People would sit across from me, often coming from a large national brokerage firm, and when I
Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
Hiring a financial advisor is one of the biggest decisions most people make without really knowing what comes next.
You hand over your financial life to someone
I have sat across from a lot of accomplished people who were certain their estate was handled.
They had a will. A good attorney drew it up. They read it, signed
The woman I'm going to describe in this piece isn't one person. She's a pattern. I've worked with enough women in her situation that I can describe her clearly
