financial planning

Financial advisory firms aren’t just for the super wealthy. In fact, they’re ideal for anyone who wants to make changes to their finances, avoid tax headaches, or wisely manage their assets. It’s a relief to have a successful advisor in your corner. However, finding the best option can be a challenge when there are so […]

Inflation has been in the news a lot recently. The first months of 2021 saw inflation hit its highest rate since the financial crisis of 2008. Consumer prices shot up by an annualized rate of 5% in May 2021. That was followed closely on the heels of a 4.2% surge the previous month. Obviously, the […]

I got a call from a Fidelity rep recently. He explained that my old financial advisor left the firm and he wanted to introduce himself, just in case I needed assistance. It’s too bad we never know when our contact leaves before the split happens, but at least they called me to let me know […]

A family trust is a legal entity that you can use to pass on your money and assets to one or more family members. You might think that sounds a lot like simply leaving a will. However, there are some key differences between a trust and a will. The main difference is that a trust […]