Q&A: What is a debt-to-income ratio?
Finding Financial Advice Part 1
Finding financial advice: Part II
Go paperless: Set up your files with Google Cloud
QA Raising a baby
Is my spouse responsible for my debts?
is a will considered legal if it's typed in the computer?
6 steps to a great financial plan
Get out of debt: Peer-to-peer consolidation loans
What are some ways I can cut my budget significantly?
Three smart strategies to improve your credit scores
Should I pay off my small debts with high interest cards?
Q&A: Are there tax benefits to using savings bonds to pay for education?
When should i consider changing jobs?
Q&A: How can I increase my scholarship potential?
Creative College Financing
freemium vs premium tools
solo 401k for self-employed
credit unions banking on bills to lift small biz lending
Is it worth it: Home security system
what costs should i consider when buying a home?
Should I take note back to sell my house?
Is it worth it: 2013 Honda Fit electric car
5 tips for saving gas money
When to lower your collision and comprehensive insurance
Holiday Budgets in August
Six great reasons to donate to charity
Save money with coupons
Weighing the cost of Extracurricular Activities
Q&A: How are interest rates determined on a 401(k) loan?
Is a variable annuity right for me?Financial Advisors
The Latest
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May 8, 2013My mother recently learned how to play Solitaire, the one-person card game, and often plays online for extended periods. But every so often she gets stumped and will call me with a question; she now refers to me as her solitaire coach.
When...
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April 24, 2013Not long ago, I picked up my daughter from school and discovered that her entire class was punished because another child misbehaved and interrupted the day’s instruction.
After hearing her story, I recalled that the same classmate...
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April 1, 2013When interviewing a money manager, most investors want to know investment performance. It is a natural question, but there is much more you need to know beyond absolute returns.
In lieu of focusing exclusively on annual performance, it will...
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February 6, 2013It is always helpful to start with why you are considering an investment:
What role does it play, and how will it fit into the mix of your current funds? Is there any overlap...
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February 1, 2013It's never about the money.
So what is it then? In my personal experiences as a financial therapy client, private school graduate, personal assistant to high-net-worth individuals, yoga instructor, secondary school educator, and...
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January 28, 2013Every financial adviser faces the uphill battle of building a customer base through referrals, networking, cold-calling and marketing - and the memory of his early days of seeking clients still haunts Christopher Dewdney.
"The first years...
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January 24, 2013Fast-changing features on social media sites are triggering a new wave of compliance challenges for financial advisers at a time when many are just becoming comfortable with the technology in the first place.
As social media sites such as...
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January 24, 2013Lending money to a family member is an age-old problem. You have the money; they need the money. Why not?
A loan is a business transaction, usually with collateral. Think of a home mortgage or a car loan. The transaction has an interest...
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January 11, 2013It has been said the the first step you need to take is admitting you have a problem - and debt issues are no different. Unfortunately, most people are embarrassed to admit their money woes to others. However, it might be time to get professional...
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December 21, 2012A lot of people are hesitant to put their money in the hands of a financial planner. Because putting your hard-earned money in the hands of a stranger is not easy. However, your decision to hire a financial planner can be a wise one - if you do...