I’m a strong proponent of fee-only financial planners. Here’s why.
Navigate life changes
When do you need a financial planner?
Posted on Categories Navigate life changesLeave a comment on When do you need a financial planner?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.
Top 3 things a woman over 40 should know about money
Posted on Categories Navigate life changesLeave a comment on Top 3 things a woman over 40 should know about moneyHere are the three reminders that I believe are most relevant to a woman in her 40s when it comes to money.
4 Signs You Should Find a New Financial Adviser
Posted on Categories Get to know our advisers, Grow your savings, Navigate life changes2 Comments on 4 Signs You Should Find a New Financial AdviserI 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.
Financial tips for every stage of your relationship
Posted on Categories How to save, Manage your debt, Navigate life changesLeave a comment on Financial tips for every stage of your relationshipBeing 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.
Women, level the playing field with these 7 steps
Posted on Categories How to save, Manage your debt, Navigate life changesLeave a comment on Women, level the playing field with these 7 stepsMany surveys have shown that women tend to carry more debt than men, and that they make less money to boot. To compound matters, under-saving for retirement is common for men and women of all ages. Here are some steps you can you take to help level the playing field and secure your financial future.
Money Advice for College Savings
Posted on Categories Grow your savings, Navigate life changesLeave a comment on Money Advice for College SavingsMoney advice for students heading off to college – and their parents
Posted on Categories Navigate life changesLeave a comment on Money advice for students heading off to college – and their parentsIf you’re a college-bound student, it’s time to start dealing with your money seriously and responsibly. Your future self will thank you!
Your first salary negotiation: 6 tips for twentysomethings
Posted on Categories Navigate life changesLeave a comment on Your first salary negotiation: 6 tips for twentysomethingsDid 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.
Should you get long term care insurance?
Posted on Categories Navigate life changes, Save for retirement3 Comments on Should you get long term care insurance?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.