Articles
Does My Financial Advisor Have a Conflict of Interest?
Managing your money requires a process you can trust. Conflicts in the financial advice industry often arise from situations where financial incentives compromise the process of giving advice that is in your best interest. If you plan to hire a financial advisor, or are currently working with a financial advisor, it is essential to understand whether any conflicts of interest might influence the advice you're receiving.
Using the Tax-Efficiency of an HSA in Your Financial Plan
What if I told you there is a type of account that combines the best tax savings features of various kinds of retirement accounts, enabling you to get triple the tax savings?
It’s a New Year: Here’s a DIY Financial Plan Checklist
It seems that everywhere you look – TV, internet, social media – there are ads for all manner of ways to improve your life in the coming year. While you may or may not have New Year’s resolutions, now is a good time to strengthen your financial plan so you are in control of your money. Here is a list of some questions to ask yourself about topics like investments, estate planning, insurance, and taxes:
Do I Need a Financial Planner?
Many people, with adequate time, interest, or expertise, can go it alone without professional help, and many people benefit from consulting a professional. Should you meet with a financial planner, or can you go it alone?