There’s no better time than the beginning of a new year to implement a new budget in order to gain control of your spending. In the final installment of our series on Quicken, we provide a few pointers to make using Quicken more meaningful so that you can better track where your money goes.
Posts by Chad Smith
Fiduciary vs. Suitability
Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional. This is because financial planners operating under the fiduciary…
Avoiding Elderly Fraud
Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to…
The Post-Great Recession Economy
The CFP® board requires financial planners to attain a significant amount of continuing education to keep their designations current. This week, Allison and Chad attended the FPA of the Triangle’s…
Chad Smith Quoted in Wall Street Journal
Chad Smith, CFP® was recently quoted in the Wall Street Journal. With the influx of social media, we are finding more opportunities to share the unique and special ways we…
The Danger in Rushing to Safe Investments
Back in March, many investors were wrestling with the emotions of wanting to preserve whatever money they still had.
Beware of Brokerage House Research
To be successful as an investor, you have to know which type of sources you can trust. It’s also helpful, to not let recent past performance color your predictions of…
“Cash for Clunkers” is Not So Straight-Forward
On July 27th, people in the market for a new car can qualify for the “Cash for Clunkers” program otherwise known as the Car Allowance Rebate System (CARS).
There’s Something About Budgeting
If you haven’t noticed, budgeting is hip these days. This is thanks to the economic uncertainty caused by the stock market’s second worst bear market in the last 100 years. People’s fear of losing their jobs and significant losses in their investment accounts has shifted the importance of financial planning and knowing how to budget back into the spotlight. But there are still people resistant to both of these ideas.
Financial Security Plan
When there is snow on the ground, you can’t see the bulbs that will bloom in the spring. But you’ve seen the flowers before and know that they will bloom again.
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.