7 Reasons to Stop DIY Investing and Hire a Financial Planner
Signs it may be time to take the next step in your investing journey & stop the DIY investing approach by finally hiring a professional.
10 Signs You Should Invest in a Financial Planner
No matter how much is in your bank account, financial planners can be valuable allies in helping you make sound financial decisions. If you're hesitant to invest in a financial planner, see if any of these signs apply to you.
Should You Call a CFP®, a CPA, or Both?
Financial jargon can confuse anyone and make it hard to decide who to trust your money with. A CFP® and a CPA both work to organize your finances, but they do so in different ways. Learn their differences to help you decide.
What is the Fiduciary Rule and Why You Should Care?
Is your financial advisor a Fiduciary? Maybe you assume they are but it's important to educate yourself on the differences between a fiduciary and a salesperson.
9 Ways to Save for Your Retirement If Your Company Doesn't Offer a 401(k)
How do you prepare for retirement if your employer doesn't offer a 401k? Here are 9 alternative ways you can still save for your post-work years.
With School Starting Back Up, There Are 3 Financial Considerations Every Educator Needs to Make
School's going to look a little different this year, but that doesn't mean you can't make time to reevaluate and reconsider your own financial situation.