
Don’t Choose a Financial Advisor without Asking These 11 Questions
What might be a dealbreaker when choosing a financial advisor? A history of being sued for making risky bets against their clients’ wishes, for starters.
What might be a dealbreaker when choosing a financial advisor? A history of being sued for making risky bets against their clients’ wishes, for starters.
Whether you’re just starting to dip your toes into the stock market or are a seasoned pro, these books are a great place to start for those who want to learn more about how money works.
From Oct. 15 to Dec. 7, 2022, qualified participants can sign up to take part in the federal government’s insurance plan. If you are overwhelmed by the process, definitions and complexities of Medicare, you are not alone.
One of my favorite headlines from The Onion reads: “Thirty-one-year-old Edward Brawley’s plan to get himself an umbrella from a random lost and found took two hours, but it saved him $2.99.” What a relatable tale. After all, who among us hasn’t found ourselves in situations where we are completely ignorant of the value of our time?
Recently I had the opportunity to guest on The Admired Advisor Podcast, a Buckingham / Strategic Partners podcast with Steven J. Atkinson.
Higher interest rates are starting to ripple through the personal finance landscape, and it doesn’t look like that trend will change anytime soon.