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Fee-Only Fiduciary Advisors Comprise Less Than 2% of All Financial Advisors in the US

Posted by on Mar 13, 2015 in Fee-Only Financial Planning, Financial Plan, Investment Advisors | Comments Off on Fee-Only Fiduciary Advisors Comprise Less Than 2% of All Financial Advisors in the US

Fee-Only Advisors in the United States

Six Commandments for Investors in a Market Meltdown

Posted by on Aug 22, 2015 in Bonds, Economy, Fee-Only Financial Planning, Investment | Comments Off on Six Commandments for Investors in a Market Meltdown

crashThe global economy is sluggish. Falling consumer demand is putting pressure on commodity prices which have hit energy companies and emerging market countries especially hard.   A slowdown in China’s expansion has led to a severe correction in their stock market, which is now spreading to other financial markets around the globe.

It is human nature to become emotional about your money when you hear the news about a market meltdown and see falling account balances.  Here are some key tenets or “commandments” to follow in the midst of market volatility to maintain your sanity and preserve your portfolio for the long run. (more…)

How to Navigate Your Doctor Bills

Posted by on Aug 21, 2015 in Health, Insurance | Comments Off on How to Navigate Your Doctor Bills

“My sister had a colonoscopy, which she was due for. The first one she did have diarrhea so they ended up coding it a diagnostic. Now she has to pay the full amount due to her high deductible. Can my sister do anything about a medical bill she shouldn’t have to pay?” (more…)

How Can You Tell if Your Investment Advisor is Doing a Good Job?

Posted by on Aug 10, 2015 in Uncategorized | Comments Off on How Can You Tell if Your Investment Advisor is Doing a Good Job?

Happy Birthday Social Security!

Posted by on Aug 10, 2015 in Plan Retirement, Social Security | Comments Off on Happy Birthday Social Security!

 

SSDid you know that Social Security turns 80 years old August 14, 2015.?  Here are 10 interesting facts about the program. (more…)

Want to Be a Good Investor?—Think Like a Soccer Mom

Posted by on Aug 6, 2015 in Budgeting, Investment, Passive Investing, Women and Money | Comments Off on Want to Be a Good Investor?—Think Like a Soccer Mom

Eric and me plane color adjustStudies show that women tend to be better investors than men.  We are more patient, less likely to make lots of changes to our portfolio, and aren’t afraid to ask questions or get advice.  Soccer moms (and other sports moms) also have many attributes that can help them reap excellent investment returns.

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Advice to a 21 year old who just won the lottery

Posted by on Jul 30, 2015 in Budgeting, Cash Flow, Financial Management, Uncategorized | Comments Off on Advice to a 21 year old who just won the lottery

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