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What Type of Financial Planner are You?

Cameron Hendricks
The Certified Financial Planners Board and the Consumer Federation of America performed a research study earlier this year involving a sample of 1,002 household financial decision makers nationwide which included…

The Tooth Fairy is Rich!

Mike Eklund
What do you think is the average amount left by the tooth fairy? It’s a great time to be a kid with a loose tooth, because the answer is $3.70,…

5 College Planning Myths

Allison Berger
This month’s issue of Money magazine features an article entitled Busting the 5 Myths of College Costs. The landscape of saving and ultimately paying for college has been constantly changing…

Planning the End of Your Life

Chad Smith
We are an aging population in the US.  In 2009, there were 39.6 million people over the age of 65.  In 2030, there is expected to be 72 million in…

It’s That Time Again…

Heather Gudac
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your budget this year? Most people’s response is “No.” Now is most likely not the time you…

What are Healthcare Savings Accounts?

Mike Eklund
With the Affordable Care Act (“Obamacare”) becoming law in 2014 it is expected Healthcare Savings Accounts (HSAs) will get more attention. An overview of HSAs are detailed below in the…

IRS Scandal

Will Holt
For an agency used to asking a lot of questions, the IRS is having a lot of trouble coming up with answers about who knew what and when regarding two…

New Healthcare Exchanges

Mike Eklund
Do you buy health insurance on your own?  One important piece of the Affordable Care Act (“Obamacare”) is the insurance exchanges.  If you get your health insurance through your employer…
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.
Blog Categories
Authors
Allison Berger 153
Angela Keeley-White 50
Bill Ramsay 45
Cameron Hendricks 58
Chad Smith 260
Christian Polanco 4
Colton Tickle 1
Darian Billingsley 7
Garrick King 7
Grace Kvantas 55
Grayson Blazek 64
Guest Authors 34
Haley Modlin 18
Heather Gudac 92
Jade Brookreson 1
Mike Eklund 189
Niamh Douglas 3
Will Holt 65

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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