The end of the year is a good time to hit the reset button in general. This includes taking stock of your financial picture, regardless of where you stand at the moment. And, in fact, if you’re feeling uncertain or worried about your financial picture, this step becomes even more important. Think of year-end as a time to step back, reflect, and reassess where you are financially – to take in the bigger picture – so you can make thoughtful, confident decisions about how to move forward in the coming year.
If you’re about to be married, should you insist that your partner sign a prenup? It depends.
Now that your long-term financial security is about to become a team project, it’s time to make a habit of thinking in terms of steps to you can take together, rather than separately.
Switching financial advisors should be more than a mechanical transfer – ideally, it’s a chance to reassess your goals and strategies with a new advisor and a fresh perspective
Once you have chosen a financial adviser, here are some signs that confirm you’ve made a good choice – or conversely, that it’s time to find a new adviser.
Here are the three reminders that I believe are most relevant to a woman in her 40s when it comes to money.