Search Results for: financial investment
How to Handle Your Finances in a Divorce: A Financial Advisor’s Guide
Divorce is one of those uncomfortable words that, when entering a blissful marriage, we hope never applies to us. But you and I both know that, unfortunately, divorce happens—a lot. It can be one of the most emotionally and financially challenging experiences in life.
Why You Should Absolutely Avoid the “Bank Glitch” Trend: Protect Your Financial Future
As a mom of three and a financial advisor, I’ve seen firsthand how essential it is to teach kids about budgeting, saving, and financial responsibility. Equally important is educating them on what not to do, and here’s a prime example: a dangerous trend is circulating on social media, encouraging people to exploit a supposed “bank glitch” to withdraw free cash from ATMs. While this may seem harmless in viral videos, it is actually bank fraud and can lead to serious legal trouble for you or your kids.
3 Financial Steps to Take Before Year-End
A new year is quickly approaching and that means a fresh start. Among the most common new year resolutions, money goals often take the lead. In fact, the 2020 New Year Financial Resolutions Study by Fidelity Investments found that 67% of respondents made a financial resolution including saving more, paying down debt and spending less.…
6 Things You Should Never Say To Your Financial Advisor
Are you looking to get your financial house in order? Market volatility is real, and it’s projected to get worse before it gets better. Retirement planning, reviewing your investing strategy, and setting up an emergency fund can be a lot easier with a pro. In our Millennial Study, we found that the majority of those we…
How Modern Moms are Taking the Lead in Financial Planning
Many of us grew up in a household where Dad was the breadwinner and Mom was a homemaker. Such was our social culture at the time. Men controlled all the money and gave a household allowance to their wives. But that meant that women had the real power when it came to purchasing decisions.