Aug 30, 2021
In this mailbag episode, we answer three different questions:
#1) I don’t feel comfortable with investing and don’t check my investment accounts, but I’m worried I might be missing something or not taking advantage of everything.
#2) I like to spend a little more money and my spouse is a saver and thinks we...
Aug 16, 2021
This is our first-ever mailbag episode. In it, we answer three different questions we’ve received:
#1) I’m not sure if I’m doing everything I can to minimize taxes – is there a way I can check this or what should I be considering?
#2) I’ve built up quite a bit of cash in my savings account that I don’t...
Aug 2, 2021
The world of financial advice and financial advisors can be confusing. Given the industry jargon and huge variability in types of advisors, the way they work with clients, the quality of the advice they give, their experience and credentials, and what they charge for their services, it can be hard to tell one from...