As a Certified Financial Planner ™ people often hire me because they have a vague sense that they should be doing something about their finances, but they’re
This is my go-to book for anyone who wants to take charge of their finances. It's straight-forward, easy to read, and very upbeat. Although I don't share
Hiring a financial planner can be expensive. I get it. Any conscientious person must ask themself—Is hiring a planner worth the cost?
The Morningstar.com
What standard would you prefer apply to the person giving you financial advice?
- suitability standard-investment advice that is "suitable" for someone in
I know what you’re thinking: Makeovers and financial planning? Really, Amy?
Stay with me on this.
This morning I received a text from my friend, Rachelle
I'm feeling a bit queasy right now.
I just read an online article from Investment News titled "Insurance industry calls on DOL to allow propriety sales
You’ve cleaned your gutters, reorganized the linen closet, and finally stored all your digital pictures in one place. Congratulations! Next on your list of
Imagine this: Your “financial advisor” that has managed your money for years gives you a call. “Sue”, he says, “small-caps are up this year and I think they’re