Published on Forbes.com In a Do-It-Yourself society, we often try to avoid asking for help because “we got this.” But when it comes to your financial future, the consequence of DIY retirement planning could be a lot worse than a bathroom remodel gone wrong. Read More
Published on Forbes.com Choosing a financial advisor should not be based only on who they are, but also on who they work with. Asking these key questions can help you determine how you fit in with an advisor’s client roster. Read Article
Eric Brotman discusses how to make better money decisions and why it is so important to ignore the financial media’s “advice” with radio show host and financial advisor Kate Stalter. In this episode: The financial media is a product they are…
Published on Forbes.com When you’re interviewing potential financial advisors, there are a lot of questions you’ll want to ask to make sure you’re choosing the right advisor for you. One very important question to ask is this: Do you have a team? Here’s why. Read Article
Published on Forbes.com Understanding what level of communication you should expect from your financial advisor will be important as you move forward in the professional relationship, so one of the questions you need to ask each advisor you’re considering is this: How often will we be meeting? Read Article
Published on Forbes.com When you’re looking for a financial advisor, be prepared to ask questions so you know what to expect and if the advisor is right for you. These questions will guide you through the process and help you choose your perfect match. Read Article
Published on Forbes.com Financial advisors and planners don’t all conduct business exactly the same way. Being individual people, they each have their own philosophy, their own experienced-based opinions and their own way of charging you for their expertise. Here are the five common ways that advisors will be paid. Read Article
The Money Jar Podcast Description: Financial literacy is important to teach to children as early as possible. The issue is how to make something as complex as finances in a clear, simple manner. On this episode, the Money JAR team talks with a parent and professional financial advisor about ways that he is teaching his …
Published on Forbes.com The classic model of retirement income is the three-legged stool: the largest chunk comes from your pension, then your Social Security. Your savings only needed to account for about 10% of your income. Throw out that idea and understand this model: you’re on your own. Click here
Published on Forbes.com Having kids will likely be the best gift you ever give yourself—and also the most expensive. Be sure to consider the costs that will continue to add up as your kids grow into teenagers and adults. Here are some of the financial considerations to think about when growing your family. Read Article
