Good financial advisors are invaluable. They can help you stay focused on your long-term goals and can offer retirement, tax and other financial planning advice that goes well beyond the selection of stocks or funds. You must, however, protect yourself in the Financial Advisor - Investor Relationship. This post provides tips on how to do [...]
I just finished reviewing the Fall 2016 edition of the Merrill Edge Report; Merrill Edge is part of Bank of America Corporation. This nationwide survey is released twice a year and provides an in-depth look at the financial concerns, priorities, and behaviors of mass affluent Americans. I have no empirical evidence but I would [...]
Years ago I came to the realization that proper money management means allocating money into "3 Buckets".
Low interest rates have fanned debt to insane levels. Consumers have not used the low interest rate environment to tackle their debt load. Continue Reading
If money issues are a recurring theme, follow these actionable steps to reduce stress and end the more month than money dilemma.