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.
At what point does one need professional financial advice? Is it when your assets have grown to a certain point, or is it only when you have special concerns like estate planning or passing on a business?
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.
Did you know? Not negotiating a fair salary at the beginning of your career is like leaving anywhere between $1 million and $1.5 million on the table in lost earnings over your lifetime.
A SUM180 member recently asked us about long term care insurance. “Is it worth it? Couldn’t I just start saving in an IRA or Roth IRA account myself, and eventually use that for long term care?” Here’s how I see it.