What is a financial consultant and do you need one?
Learn what a financial consultant is, the differences between a consultant and other designations and if one is right for you.
10/11/2022
Learn Category: Financial Planning
How much of my paycheck should I save?
Learn more about the 50/30/20 Rule as a recommended starting point and savings strategy.
09/29/2022
What is gross monthly income and why does it matter?
Gross monthly income is the total amount of income you receive from all sources each month. Here’s why it is important to know.
09/19/2022
What is an emergency fund?
An emergency fund is designed to be a safety net for “surprise” expenses. Learn more about what it is and why it is important.
09/19/2022
How to identify hidden investment fees in your portfolio
Return eaters. Unnecessary investment and brokerage fees can add up over time. Learn how to spot them and avoid paying extra.
05/20/2022
How much cash should I have on hand?
Here’s how to determine if you have too much cash and how to put it to work for you.
04/29/2022
Robo-advisors vs. financial advisors: What’s the difference?
There are a few things you need to consider when choosing between a robo-advisor and a financial advisor. Here’s what you need to know.
03/03/2022
How much does a financial advisor cost?
The quality and cost of an advisor varies greatly. Here’s how to get the advice you need for a price that works
02/18/2022
Do I need a financial planner?
Many people choose the Do-It-Yourself (DIY) approach to financial planning. But as with many things in life, it’s easier to get the results you want when you work with a qualified and trustworthy professional.
11/05/2021
5 money moves when you’re making 6 figures
You’re ready to move to the next level as your career advances and your income rises. Here are the five things you need to consider.
05/12/2021
The one number that can change your financial life
One small number can have a profound effect on your financial life, your future, and your peace of mind.
04/28/2021
A beginner’s guide to traveling with credit card points
Credit card travel rewards are a great way to explore the world. Here’s what you need to know to start traveling for a steal.
04/14/2021