Your Bear Market Survival Guide: COVID-19 Update
“Everyone has a plan until they get punched in the mouth.” Many investors are sharing Mike Tyson’s sentiment after the worst single day in the stock market since Black Monday.…
Posts by Allison Berger
Retirement Regrets: I Wish I Would Have…, Ep #105
Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course? Listening…
Finding a Career in Fiduciary Fee-Only Financial Planning
Fee-only financial planning? Sounds like a mouthful. Let me explain… I recently had the pleasure of returning to my alma matter at NC State to speak to the Finance Club…
Wealth Stack Conference Recap
A few weeks ago, I had the pleasure to attend the inaugural Wealth/Stack Conference in Scottsdale, Arizona. The content of the conference piqued my interest for multiple reasons, but I…
Buying a Timeshare: Trick or Treat?, Ep #96
There’s a lot of conflicting information about buying a timeshare. Many call it the worst financial decision you could make. On this episode, we invite Allison Berger to discuss…
Save More Time & Money During Back to School Time This Year, Ep #93
Are you looking for money and/or time-saving tips now that the summer is over and the kids are back to school? Summer can always feel expensive with summer camps,…
Are you a Spite Spender?
As parents of young children, Grace and I were recently discussing the negotiation tactics between spouses for time away from the family. This can be something as simple as heading…
Capital One Data Breach: How to Protect Yourself and Your Assets
Capital One is the latest financial institution effected by a data breach. You can watch Allison Berger discuss this data breach on Spectrum News by clicking here. This penetration was…
Memorable Financial Lessons From Pop Culture, Ep #88
Most of us have likely been in a conversation and said, “That reminds me of a scene in the movie…” to emphasize a point. Movies have a powerful way…
Why Aren’t There More Women in Financial Planning? Ep #83
Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.