If you’ve opened up just about any kind of bank or investment account, you’ve probably run into the words “FDIC Insured”. They’re posted in lobbies of local banks and at the desks of financial advisors. Most likely they make you feel a sense of security. After all, it’s good to know that the place you’re […]
Whether a person succeeds financially often comes down to small consistent actions. Learn good habits now. Reap the benefits later.
When people divorce, separating finances can get complicated. And if you’re getting divorced and your spouse has a company retirement plan, you will no doubt hear the term “quad dro” or QDRO. What exactly is a QDRO? It’s an acronym for Qualified Domestic Relations Order which is a document that you will need to divide […]
Sunday Radio When I drive around on Sunday, I put on the radio and almost every AM station has some financial “show” on it. Some are real shows, but most are paid advertisements masquerading as advice. It’s the so-called “safe money” pitch. And before we go further, let’s start with what qualifications are needed to […]
Ever try to talk to an advisor and the first thing they want to do is a “comprehensive” written financial plan? The pitch sounds good, and it’s almost always the same. You need a “road map” to know where you’re going, you need to “set goals”, you need to pay a fee to get an […]