Why Paying a Percentage of Your Assets to a Financial Advisor Is Like Paying Rent on Your Wealth When you hire a financial advisor, you may encounter a fee structure based on a percentage of your assets under management (AUM). While this model is common, it’s worth examining the implications of such a fee structure. […]
Mid-Year Financial Goals Check-in
With its slower pace, longer days and laid back schedule, summer is the perfect time to do some financial housekeeping. It’s also the midpoint of the year, which means you still have half a year left to make progress on the goals you set back in January. Here’s how to check in with your goals […]
Best Financial Moves for Your 40s
Your 40s can be a particularly challenging time for balancing all your money goals. You’re likely still dealing with bigger expenses – like a mortgage or saving for a child’s education – while looking ahead at the future and trying to save enough for retirement. Even if you’re not quite where you want to be, […]
How Inflation Has Impacted Travel, and Ways to Save
The travel industry has experienced many ups and downs since the pandemic, but despite high costs, travel still seems to be a priority for many Americans. 2022 was a big year for travel. After a couple years of avoiding travel, people were ready to visit family, have a change of scenery, and use travel vouchers […]
Create a Financial Plan You Can Stick With
The past few years have included a series of economic ups and downs, which were complicated further by challenging external factors. When you set out to create a financial plan at the start of 2020, you probably weren’t expecting a global pandemic, international warfare, layoffs, market instability or sky-high inflation. Through those challenges, many people […]
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