Does Your Financial Advisor Tell You Things You Don’t Want To Hear?

I am not referring to the “financial advisor” who advises you to double down on a stock or buy an annuity or insurance product while requesting your signature. I am referring to the financial advisor who communicates with you that you’re not saving enough for the goals you’ve laid out, that you’re not taking action… Continue reading>

6 Common DIY Portfolio Mistakes

DIYing has grown in popularity over the years. And, why not? There’s a high level of satisfaction to building, fixing, and installing projects on your own (and subsequently showing off the completed project on social media, of course). Not only does it save money, it creates pride and accomplishment. However, when it comes to managing… Continue reading>

Thinking Of Getting Married: Are Your Money Mindsets Compatible?

Getting married is easy! It’s as simple as signing a piece of paper and saying a few words. Staying married—that’s where it becomes tricky, especially with divorce rates at 50%. When it comes to combining two separate—and perhaps different—money lives into one family, there are important questions to explore during the courtship process that, while… Continue reading>