If you’re worried that what you don’t know about this 1,000+ page tax reform bill may cost you BIG, click here to get my list of specific provisions and interpretations most relevant to you since final version of the bill has been … Continue reading →
U.S. Market Recovery After Financial Crises: All-Stock Portfolio Stock prices suffer during financial crises, but they typically recover over time. This image illustrates the cumulative returns of an all-stock portfolio after six historical U.S. financial crises. In the short term, … Continue reading →
Now that you know when to consult a financial advisor, let’s review what type of financial advisor you should hire: Thankfully, within the arena of financial planners, how the planner is paid actually serves as a valuable tool in helping you make … Continue reading →
When people don’t know what they don’t know, it may well feel difficult to discern when to consult a CERTIFIED FINANCIAL PLANNER™. Typically folks approach a challenge thinking there may only be 2 options…so they choose one option that appears … Continue reading →
Five years ago, less than half of boomer women surveyed had discussed money with parents. Even fewer had the money discussion
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