How a financial planner can help you is less about your chronological age and more about your circumstances or the life transitions you’re experiencing. For example, in your 30s, here are some situations where a financial planner can help you make sound decisions about your money.
Here are the three reminders that I believe are most relevant to a woman in her 40s when it comes to money.
I have had several clients tell me that their previous advisers told them to “just trust me.” I don’t think that is an appropriate response when a client has a question. Your adviser should never dismiss your concerns.
Being in sync when it comes to dealing with money is a big plus in any relationship, but it’s not always easy to achieve. Here are some tips to help you and your partner get on the same page financially.
Many surveys have shown that Millennial women tend to carry more debt than Millennial men, and that they make less money to boot. To compound matters, undersaving for retirement is common for men and women of all ages. If you’re a Millennial woman, here are some steps you can you take to help level the playing field and secure your financial future.
If you’re a college-bound student, it’s time to start dealing with your money seriously and responsibly. Your future self will thank you!
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.