4 Things to Look for in a Financial Advisor

No two financial advisors are exactly the same.

As you begin your search for a financial advisor, you’ll quickly find out you have a lot of options. We recommend that you keep these characteristics in mind through your vetting and research process.

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Paying For Your Kids To Go To College: 7 Tips from a Financial Advisor

You probably want what’s best for your kids. You may want to give your oldest and youngest the same opportunities, and you probably hope that one day, they’ll end up even better off than you are.

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When's The Best Time To Start Working With A Wealth Manager?

The decision to work with a wealth manager can be very important. By partnering with a wealth manager, you don’t have to take on the huge responsibility of developing a plan and setting long-term financial goals alone. 

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5 Simple Ideas To Update Your Financial Strategy (While Sitting on Your Couch)

Remember that New Year’s Resolution way back at the beginning of the year? Well it’s a great time to get back in action. Here are a few ideas you can easily do from the comfort of your home online with your tablet/computer and a phone.

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How I am Teaching My 4-year Old About Money

Author: Laura Knolle

Since I do financial planning for a living, financial literacy is very important to me. I have two high energetic boys, Jonathan (age 4), and Jordan (age 1) and I want to raise my kids to be financially smart.  I have given a lot of thought about how to teach the boys about money and asked for advice from friends who also have young children. I finally felt that I just needed to start something, see how it works, and adjust as needed. My financial literacy goals were simple: 

  1. Set the groundwork to learn the basics of money

  2. Use money as a reward to incentivize good behavior 

  3. Most importantly, make it fun.

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