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5 questions to ask at your first financial planning appointment
Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
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5 Quick-Hit Personal Finance Tips To Help You Invest In Yourself
Making enough money is just the beginning—then you have to manage it. Everyone, from recent college graduates to those well established in their careers, can reap the benefits of advancing their personal financial literacy.
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9 better ways to use your tax refund instead of spending it
Hopefully, you've completed and sent off your tax return by now. While some of us may owe Uncle Sam money, others are getting a nice hefty refund
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Check Fraud is Up: 4 Steps to Protect Yourself
Protect against check fraud. Pay by credit card, debit card, ACH transfer. checks are the most vulnerable. The safest check is one that’s not written.
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Is Identity Theft Protection Worth It?
“An ounce of prevention is worth a pound of cure.” When Benjamin Franklin penned this enduring phrase nearly three centuries ago, he was advising the
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SECURE Act: How it Can Affect Your Estate Planning
When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
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Service Bundling Strategy – 7 Benefits for Your Small Business
A service bundling strategy is a marketing tactic that involves offering multiple, complementary services as a package for a single price. You may wish to include other options in your packages such as information products or access via email or phone for questions to increase the value to the client. Usually the price
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The Pandemic Has Hit Women Hard: 6 Tips to Bounce Back
We see reminders of the problems with gender parity every day. The passing of Justice Ruth Bader Ginsberg brought women’s struggles over the years back to the forefront. I just wrote about RBG last month, but this topic is worth discussing during the pandemic. Let’s see how far we have come … and how far we still need
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Would You Pack Your Lunch for $1.2 Million?
It's easy to eat lunch out. It's convenient. It's a nice break from work, and, boy, is it delicious. And how much does it cost? Not much at all. "Just a few dollars." Well, that's what marketers want you to think.
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5 Financial Lessons Learned During The Pandemic
As the world continues to struggle with the financial and economic fallout of the COVID-19 pandemic, there’s no question that it has served as a financial wake-up call for many. Even those who will emerge relatively unscathed from a financial perspective have not escaped the worry and anxiety that accompanies living th