Money and You

How to Find the Best Financial Advisor for You Now

You have probably seen the articles. Some are long. Some are short. The common thread is that the writer claims there is one perfect and absolute set of questions to ask (and corresponding answers) whenever you interview a potential financial advisor. I don’t think so.

7 Tips for Financial Planning in your 70s

Many people in their 70s are retired. Whether you're one of them or not, it doesn't mean you should stop your financial planning – in fact it means you should pay even more attention as finances in your 70s offer more opportunities (and risks) now than ever before. Here are seven tips to help make sure you're well prepared for your 70s and beyond.

Six Steps for Financial Planning in Your 60s

Surprise, your 60s have arrived! If you’re someone who hasn’t paid much attention to your financial future before, the 60s are the years to buckle down and get serious. If you have carefully planned your finances throughout your working life, then your 60s is the time to take a second look. Retirement is just around the corner for most people, so whatever your financial habits have been in the past, this is the decade that will determine what the next third of your life will look like.

You did WHAT!? Common Financial Pitfalls

Avoid common financial pitfalls for a more secure future.

In life and matters of the wallet, rest assured that we all make mistakes. Mistakes are a critical part of our education process – but when it comes to your finances, some lessons and consequences can be quite lasting. In an effort to help you learn from others, and potentially save a great deal of money and heartache, you may wish to review some of the following most common financial mistakes, and ways to avoid or mitigate them.