Should millennials work on saving more or making more? Personal finance can be complicated because of the wealth of decisions we have to make about our money. For most of us, the biggest financial goal we have is to build our wealth. Wanting more money doesn’t make you greedy: it means you understand that money […]
Making the Most of Your Entry-Level Salary
It can be hard for young professionals starting out today. Getting your finances in order — while paying bills, repaying student debt, and finding enough left over to save some too — can be difficult when you’re trying to do it all on an entry-level salary. The trick is to have a plan and arm […]
FINRA BrokerCheck – Do You Know Your Advisor?
Do you know what the FINRA BrokerCheck is? The Financial Industry Regulatory Authority (FINRA) is a governing body for financial advisors and they offer a free tool to check the background of your advisor. They say “BrokerCheck is a place to help investors research the professional backgrounds of current and former FINRA-registered brokerage firms and […]
The Foundation
As confusing as financial planning can be, it is not nearly as confusing as advisor’s compensation models. Many individuals do not know how to pay for advice. Advisor compensation models come in all shapes and sizes which can leave your head spinning. Of all things to inquire about, you should have a firm understanding on […]