How to Tell Your Financial Planner It’s Over
We’ve all experienced that awful feeling of knowing we’re in the wrong relationship and that we need to end it as soon as possible. Though most of us have been in that position in a romantic relationship, it can be just as difficult to go through this with a...
How Emotional Agility Can Make You a Better Investor
As the Buddha once said, the only constant in life is change. Change can be incredibly hard for many people as they cling to outcomes they wish would come to pass or they long for the past that is no longer a reality. Resisting change is a form of control, and as with...
How Investors Can Determine What Legacy They Want to Leave
How often do you think of the legacy you want to leave once you move on from this world? For those who are older, it doesn’t seem like an odd question as they may be reaching retirement age and are starting to think about where their money will go when they’re gone....
What to do When You and Your Spouse Disagree on a Financial Planner
The relationship you develop with your advice-based financial planner is a very important one. Not only will your advisor have a big impact on whether or not you achieve your retirement goals, but he or she can also act as a counselor, mentor, and partner as you go...