If you have kids under the age of 5, go ahead and bookmark this article for a later time and walk away. I mean it. Go hold your little one, smell that new baby smell, snuggle with your toddler, read to them. Read more…
Checking Your Bias: How Two Behavioral Biases Impact Your Financial Plan
When it comes to financial planning, most advice focuses on numbers and logic. The problem is, people are inherently illogical at times, especially when it comes to things as personal as your finances. Read more…
How Much Do Wealth Management Services Cost?
Trusting someone with the important task of guiding your financial plan isn’t easy. Add the sometimes-questionable and potentially biased fee structures of some financial institutions, it’s no wonder potential clients often come to me skeptical of costs in their search for an advisor. Read more…
Broker-Dealers vs. Registered Investment Advisors (RIA): What’s the Difference and What It Means for You
When you start thinking about hiring a financial advisor, there are an overwhelming number of questions to ask. Read more…
The Way We Compare Retirement Savings is Broken: Here’s Something Better
Am I on track? No matter the person, their stage in life, or their level of success, this is the ultimate question I hear as a financial advisor. What they specifically mean by ‘on track’ can vary by person, but most are curious to know if they have saved enough to retire comfortably. Read more…
Financial Resources for a Successful New Year’s Resolution
It’s like clockwork—the calendar changes, the new year is before us, and we start making plans. Setting goals. Determining areas of our lives that could use improvement. Read more…
Comparing Robo-Advisors to Traditional Wealth Managers: What is Better For Your Needs?
If you’ve outgrown DIYing your investment management strategy, you have two options — use a robo-advisor or work with a wealth manager. Read more…
How Do Financial Planners Get Paid?
The Short Answer: How do financial planners get paid? Financial planners typically get paid in three ways: commissions, hourly or flat fees, and advisory (AUM‑based) fees. Commission‑based advisors earn money from selling financial products, while fee‑only advisors charge set fees for advice, Read more…
The Real Cost of DIY Finances
With a few practical skills and knowledge, DIY projects in your home or car can save you money. Financial planning, however, isn't the same as painting a room or replacing a headlight. In fact, DIY financial planning can cost you more than you think compared to the cost of professional help. Read more…
10 Times in Life When You'll Definitely Want a Financial Advisor
Working with a wealth management advisor has tremendous benefits due to the holistic approach they take to your financial health. An advisor does much more than manage your investment portfolio; they relieve you of stress and help you achieve your dreams. Throughout life’s changes, your wealth Read more…
