Welcome to Money Smarts: a bite-sized financial tip blog series, for busy professionals. We offer basic on basic financial topics. In this series, you can expect to learn some of the answers to financial questions I get asked every day.
I hope you enjoy my blog.
Benefits, Benefits, Benefits!
What are the financial considerations you need to make when you are interviewing for a new job? Besides the obvious point of pay, one of the most important considerations are: benefits, benefits & benefits! You want to consider your...Read More
Expectations for your financial advisor relationship
One often overlooked topic in financial planning are the expectations you should have for your financial advisor. So we are going to dive in! Whether you are already working with somebody or you are interviewing, keep these points top...Read More
What to do with Your Bonds
Recently, I have been receiving a lot of questions about bonds. In previous Money Smarts, I have discussed the difference between stocks and bonds. Today’s blog focus will be on bonds and what to do about bonds in your portfolio....Read More
Why can’t I find any reviews for your business?!
As a financial advisor, it can get tricky to have testimonials or client reviews. In fact: it is not only tricky, it is against federal regulation. There is a federal regulatory agency called SEC, and SEC disallows anybody who provides...Read More