Breaking up is hard to do. Same as with a significant other, ending a long-standing relationship with your financial advisor can be complex, painful, and expensive. But lately, you can’t escape the feeling it’s just not working any more. Is it a case of “the grass is always greener” or has the relationship simply run its course? Find out in my new article on the Guidevine blog.
"Don’t Try This at Home: Money Moves Even a CFP® Doesn’t DIY" - New Article on Guidevine Blog
Managing your money is not rocket science. Many argue that much of it is just common sense. So why would anyone – much less a CERTIFIED FINANCIAL PLANNER™ (CFP®) – pay for financial advice instead of taking a do-it-yourself (DIY) approach? I tell all in my new article on the Guidevine blog.
"Your Triple Tax-Free Health Savings Account: Financial Planning MVP" - New Article on Guidevine Blog
When it comes to getting healthy, wealthy, and wise, Health Savings Accounts (HSA) have got "early to bed, early to rise" beat, hands-down. Read why in my new article "Your Triple Tax-Free Health Savings Account: Financial Planning MVP" on GuideVine.com.
"How NOT to Rebalance Your Portfolio" - New Article on Guidevine Blog
You’re leaving your financial planner's office, freshly minted plan in hand. Thrilled to finally have your ducks in a row, you’re practically beaming. Read all about how to make that glow last in my new article "How NOT to Rebalance Your Portfolio" on GuideVine.com.
Extra credit: When you're done with that, if you'd like to learn more about the endlessly fascinating topic of Behavioral Finance, check out the "Misbehaving with Richard Thaler" episode of my favorite podcast, Hidden Brain. It's the October 23, 2017 show, which features host Shankar Vedantam interviewing the unexpectedly funny and engaging 2017 winner of the Nobel Prize in economics.
"10 Things Clients Don't Think To Ask Their Financial Advisor" Now on GuideVine Blog!
In a not-so-subtle nod to David Letterman's Top Ten List, I give you the inside scoop on how to make the most of your investment in financial advice. Hint: It's all about what you, the client, can do to establish open lines of communication about important topics. Check out 10 Things Clients Don't Think To Ask Their Financial Advisor on GuideVine.com, the Match.com for investors and financial advisors.