Personal Finances

The Most Important Document You Need
Personal Finances

The Most Important Document You Need

Michael Gilfix, Esq. | May 1, 2024

Imagine that you or an elderly family member has a stroke. Chances are she appointed a proxy to make health-care…

Need Emergency Cash? Consider a Margin Loan
Personal Finances

Need Emergency Cash? Consider a Margin Loan

Robert Carlson | April 22, 2024

Borrowing money is costly now, especially if you need cash for an emergency medical expense or unplanned events such as…

What Interest Rate Cuts Mean for Your Cash
Money Savers

What Interest Rate Cuts Mean for Your Cash

Ken Tumin | March 9, 2024

After short-term interest rates reached their highest levels in two decades last year, savers feasted on 5%+ yields on bank…

Keep Your Money Safe
Personal Finances

Keep Your Money Safe

March 8, 2024

Worried about your money these days? You’re not the only one! A recent USA Today survey found that more than…

Do Insurers Rule the World?
Personal Finances

Do Insurers Rule the World?

Kelli McCourt | March 2, 2024

I am confused about insurance—as are many of you, I’m sure. You pay premiums for cars, homes, jewelry and more…

What is Holistic Financial Planning?
Financial Advisers

What is Holistic Financial Planning?

Derek Burnett | February 23, 2024

Holistic financial planning brings all aspects of your financial plan, budgeting, savings and investing, and more together to serve your long term goals

Is Your Financial Advisor Ripping You Off?
Financial Advisers

Is Your Financial Advisor Ripping You Off?

David P. Meyer, Esq. | February 23, 2024

Millions of ­investors trust financial advisors with their nest eggs. But how do you determine whether it’s wise to rely…

How to Find a Financial Advisor You Can Trust
Financial Advisers

How to Find a Financial Advisor You Can Trust

Derek Burnett | February 22, 2024

A financial advisor you can trust will answer any question you may have, and be transparent about fee structures, commissions, and investment practices.

Can a Financial Advisor Help Me with Estate Planning?
Financial Advisers

Can a Financial Advisor Help Me with Estate Planning?

Derek Burnett | February 21, 2024

An estate planning financial advisor can help ensure your last wishes are carried out with the greatest benefits for your loved ones and favorite causes.

How Do Financial Advisors Help with Charitable Deductions
Financial Advisers

How Do Financial Advisors Help with Charitable Deductions

Derek Burnett | February 20, 2024

Financial advisors can help with philanthropy. Maximizing charitable deductions and helping you make the most impact with your philanthropic giving.

Can My Financial Advisor Help with Household Budgeting?
Financial Advisers

Can My Financial Advisor Help with Household Budgeting?

Derek Burnett | February 18, 2024

Your financial advisor can help with household budgeting. In fact helping with your budget will be foundational to your long-term financial plans.

Should I Hire a Separate Advisor for Investment Management?
Financial Advisers

Should I Hire a Separate Advisor for Investment Management?

Derek Burnett | February 17, 2024

A financial advisor can help you meet your financial goals. However, you may need to consider a separate advisor who specializes in investment management.

Benefits of Hiring a Financial Advisor Before You Retire
Financial Advisers

Benefits of Hiring a Financial Advisor Before You Retire

Derek Burnett | February 16, 2024

The benefits of hiring a financial advisor before retirement are numerous: more savings, flexibility to meet life goals as they change, and more.

Surprise! Yet Another Fee
Medical Expenses

Surprise! Yet Another Fee

Kelli McCourt | February 16, 2024

I received a letter from my doctor’s office—an internist my husband and I have been seeing for more than 25…

How Much do Financial Advisors Cost?
Financial Advisers

How Much do Financial Advisors Cost?

Derek Burnett | February 15, 2024

A major concern when seeking financial help is how much a financial advisor will cost. This depends on the fee model the advisor works under.