financial advisor

Do you Need Financial Therapy to Deal with Money Stress and Budget Fights with a Spouse?

Do you Need Financial Therapy to Deal with Money Stress and Budget Fights with a Spouse?

Do you fight about money with your spouse or significant other? Do you have trouble following a budget – assuming you even have one? If so, you might want to consider seeking financial therapy, coaching, or a financial advisor.   What is financial therapy? Think of it like psychotherapy. But instead of improving your state of…

Measuring value

Are You Getting Your Money’s Worth in Financial Advice?

Recent news about a new fiduciary rule has left many folks more confused than ever about fee structures, and concerned about whether they’re getting the best value from their financial advisor’s fees or their brokerage firm’s fee structure. According to a recent podcast from the Wall Street Journal, it’s not only how much you pay…

teachers 403b

Teachers: Who is Managing Your 403(b)?

With autumn just around the corner, many teachers have returned to their classrooms. The end-of-summer teacher ritual of decorating, stapling and contacting parents has made its return. I know from personal experience, though, that teachers would be wise to use any spare time to investigate their retirement accounts and determine whether their money is being…