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.

Read More

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.

Read More

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.

Read More

Many 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.

Read More