Is a Coverdell ESA right for you? With so many ways to save for future education costs, it’s hard to know which accounts to use. The first thing to realize is that the various accounts out there are not in competition with each other. In fact, they compliment each other. There are important differences between […]
Student loan debt is on the rise and the numbers are staggering. Total student debt is approximately $1.38 trillion and is second only to U.S. mortgage debt. If you’re like me, seeing these crazy dollar amounts can lead to information overload. Just trying to wrap my head around ONE TRILLION is a challenge. Rather than […]
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They come from clients, readers, colleagues, friends, family, and more. Some questions are general in nature while others are specific. Either way, there are still little nuggets of information that can be helpful to others. […]
What a year it has been! As we say goodbye to 2017, here’s a look back at some of the most popular posts on The Astute Advisor blog. Hopefully you find some of these articles helpful. I love reading your comments and feedback. Please don’t hesitate to reach out. You can reach me via email […]
When I launched The Astute Advisor personal finance site, I was excited to reach a much broader audience. But I’ve always believed that the blog shouldn’t be my voice alone. I’m convinced my readers will benefit by hearing from other financial professionals too. Here are some articles that are worth a read. Enjoy. Some Market Myths […]
Credit card debt is the enemy of financial success. Not all debt is created equal and there are no set standards as to what is considered too much debt. What is manageable for one may not be for another. Don’t underestimate the power of compound interest. With credit cards, it’s not your friend. If you […]
When I launched The Astute Advisor personal finance site, I was excited to reach a much broader audience. But I’ve always believed that the blog shouldn’t be my voice alone. I’m convinced my readers will benefit by hearing from other financial professionals too. Here are some articles that are worth a read. Enjoy. Discovering Your Values […]
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They come from clients, readers, colleagues, friends, family, and more. Some questions are general in nature while others are specific. Either way, there are still little nuggets of information that can be helpful to others. […]
Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently on potential returns and trying to predict the future. Instead, focus on what you can control. The biggest risk to investing success is bad investor behavior, not the investment. If you are suffering […]
This is by no means a list of ALL the questions to ask a financial advisor. However, this is a good starting point. Whether you’re currently working with an advisor or considering a new one, don’t be shy about these questions. The financial services industry has changed significantly over the last few years. It’s changing due […]
