Posts Tagged ‘financial advisor’
Women and Money: Avoiding "Money Stuff" and How We Can Do Better
Updated October, 2020 I’m not one to go on huge shopping sprees, but if there’s something I need to buy, you’d better be sure that I’m looking for some deals. For many years, this was my definition of being good with money. Make intentional purchases, and make sure you’re not paying full price. How about…
Read MoreSeeking Financial Advice Part 3: Finding Your Ideal Advisor
In general, I’m a big fan of outsourcing if you have the means to do so. Outsourcing buys you time, and time is a resource that is limited to every single person on this planet, regardless of who you are. However, I have to say I’m really surprised when people outsource their finances to someone…
Read MoreSeeking Financial Advice Part 2
In Part 1, I discussed the first step before hiring a financial advisor: Dig deep and understand WHY you’re hiring them. Sounds so simple, but you would be surprised how often people choose financial advice without understanding how the industry really works. If you’re not clear about your own goals, you may find yourself wasting…
Read MoreInvesting: Asset Allocation
You have decided to take the plunge and start investing. You’ve gotten over your fears about investing, realizing that if you want your money to grow, you’re going to have to take on some extra risk and invest your money. You’ve learned about stock market history and learned that it’s inherently volatile (so don’t be…
Read MoreRethink Your Financial Advisor
Updated September 2021 “Don’t you think we should have a financial advisor?” This was a question I asked my husband several years back. I was managing the day to day finances, and I was starting to feel that maybe we should have a professional look over what we were doing just to make sure we…
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