Questions Financial Advisors Should Ask When Working with Couples
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This Valentine’s Day, skip the flowers and talk about money! Valentine’s Day is a time to celebrate love, but it’s also a great opportunity for your clients who are couples to reflect on their shared future, regardless of their age or stage in life. Money management and wealth planning are…
How To Plan Your Finances In 2023
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Hello, 2023! We hope everyone had a wonderful holiday season celebrating with family and friends. Let’s face it, last year was a tough year for many. From a tough economic climate to getting back into the office after two years of working from home, there was a lot of change….
Wells Fargo 401(k) Lawsuit- Here’s What You Should Know
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Imagine you begin investing in your employer offered 401(k) retirement plan, only to find out those managing said funds may not be working in your best interest. For employees at Wells Fargo, this is a sad reality many have faced. The company has agreed to pay $32.5 million after settling…
Saving money during the holidays
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The holidays have officially arrived and we love seeing the streets filled with holiday lights and seasonal decor. While this is always a very exciting time of year, it’s also a period that can get out of hand when it comes to spending money. And in the worst case scenario,…
