Whenever I ask someone if they work with a financial advisor, the response is often, ‘Oh, I don’t have enough money for that’. That line gets thrown around a lot, and honestly, it couldn’t be more wrong. The truth is, you don’t need a lot of money to benefit from financial planning. In fact, financial […]
Think Financial Planning is Only for the Rich? Think Again! Read More »
Introduction: With so many advice models available today, it’s clear the landscape of financial planning is rapidly changing. But, there’s common misconception I’d like to discuss. Are flat fee advisors really the more affordable option? I mean, it sounds simple enough, right? You pay one set amount and get access to your advisor throughout the
Flat Fee vs. Hourly Financial Advisors: Which is Right for You? Read More »
When it comes to managing your hard-earned money, your financial advisor should be your trusted partner—someone who truly understands your goals, listens to your needs, and helps guide you through life’s financial ups and downs. But what happens when that trust starts to wane? If you’re feeling like your advisor isn’t delivering the value you
Is It Time to Fire Your Financial Advisor? Here Are 10 Reasons Why It Might Be Read More »
When looking for financial advice, you’ll often come across two common fee structures: hourly financial advice fees and AUM (Assets Under Management) fees. Understanding the difference can save you thousands of dollars in the long run. Let’s break down both options, their pros and cons, and show examples of how much you could save by
Hourly Financial Advice Fees vs. AUM Fees: Which Is Better for Your Wallet? Read More »
When it comes to hiring a financial advisor, many people wonder: How much will it cost me? If you’re looking for transparency and flexibility, an hourly financial advisor might be the perfect solution. Unlike traditional advisors who charge ongoing management fees, hourly financial planners allow you to pay only for the services you need, when
When it comes to building a strong financial future, small changes can make a big impact over time. Whether you’re just getting started or looking to optimize your finances, these five quick hacks can set you on the right path. Let’s dive into the strategies that will help you boost your savings, minimize expenses, and
5 Quick Hacks to Boost Your Financial Future Read More »
When it comes to preparing for retirement, most people think about building their 401(k), IRA, or other traditional retirement accounts. However, there’s a lesser-known savings tool that can be just as powerful—if not more so—when it comes to covering one of the biggest retirement expenses: healthcare. That tool is the Health Savings Account (HSA), and
Becoming a millionaire may seem like a distant dream for many, but it’s a goal that’s more attainable than you might think—with the right strategies and mindset. While you can’t control the stock market or predict economic downturns, you can control your financial habits and investment strategies. By focusing on the fundamentals of investing and
How to Become a Millionaire: Controlling What You Can Control Read More »
