Financial Planning16h
The question of financial advisor value, answered
Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...
Here's the ‘quick and dirty' way to withhold enough taxes from your paycheck, advisor says
If your tax bill or refund is bigger than expected, it may be time to adjust your paycheck withholding. Here’s an easy way to do it.
What does having the Consumer Financial Protection Bureau on hold mean for consumers?
The Consumer Financial Protection Bureau is the latest U.S. government agency to have its work halted by the Trump administration ...
Medicare Plan F: What Is It And How Does It Work?
Medicare can be a complicated subject—especially when you dive into all its variations. “A lot of people hear ‘Part A,’ ‘Part ...
I'm a Financial Advisor. Here's My Tips on How Women Can Build Confidence Investing
How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence as a female investor.
I've heard of CD ladders to earn more money on my savings, but what about bond ladders? A financial planner explains.
A bond ladder is a portfolio of bonds that mature at intervals —and you may want to open one before interest rates fall ...
‘It is all over the place.’ We’ve saved a lot, but the money is in too many different places, some of which are charging too-high fees. I need help.
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
Early-Onset Alzheimer's: Financial and Legal Planning Essentials
Navigating the challenges of an early-onset Alzheimer's diagnosis? This guide covers financial and legal considerations.