What’s next for your money?

A lot of people seem to believe that financial planning is only for the wealthy, or for the people who are a financial train wreck. That might be partially true…before I left my last broker-dealer, I saw how much pressure advisors were under to only take on clients who met certain asset minimums. In many…

How to Invest Simply

If you want to avoid the crazy-making style of investments, then focus on keeping things SIMPLE. There are two ways to look at simple. One way is to keep things simple so that you can do it all yourself. This is totally doable—and not at all scary—in our digital world, and I’ve made some suggestions…

Stay Sane With Your Investing

Is it any wonder that one of the most nerve-wracking tasks of financial planning can be understanding how to invest your 401k, IRA or other account? In fact, I think sometimes financial people WANT you to feel nervous, because then you start to think that making investment decisions is too hard for a layperson like…