Not Your Parents’ Financial Planning
From accessibility to technology and more, financial planning has evolved over the years. This isn’t your parents’ financial planning. Learn what’s changed — even over the last couple of decades.
Financial Planning
What Does the SEC’s ‘Reg BI’ Ruling Mean?
What is the U.S. Securities and Exchange Commission’s “Regulation Best Interest” ruling? And what does Reg BI mean for you as an individual investor? Get the details — and learn about the new Form CRS.
Money Is Cheap Most Places … Except Your Wallet!
With low interest rates available for mortgages and auto loans, why are credit card rates still so high? Some possible reasons as well as how you can make the best of a situation in which you have to carry a balance — or avoid credit card costs altogether.
Card Sharks
Today’s chip cards are safer than the magnetic-stripe-only cards of yesteryear, but that doesn’t mean credit theft is a thing of the past. How can you protect yourself — and what can you do if you fear you’ve been a victim of credit fraud?
Economics Are Boring …
... unless you don’t want them to be. From food to football and more, check out my favorite unique economic indicators and the reasons behind them.
Relocating? How to Move Your Financial Plan with You
Are you in the process of moving? Have you recently relocated? Moving — even just across town — is a big decision that takes time, energy, and money to do correctly. But if you’re relocating to a new state or across the country, you may also be leaving some things behind. What you shouldn’t leave behind is your financial plan.