Let's take a high-level look at the steps involved when selecting a financial advisor.
Category: Basic Wealth
529 Plans – OH Ranks at the Top!
Saving for college is not easy. The old adage, a dollar saved is a dollar earned rings very true. Read about the tools I use to help families save for their child's education, and read exactly how I save for mine.
What I Did After the Equifax News
In today's online world, we must protect our identity. Here are some helpful tips.
Prepay My Mortgage?
Should I prepay my mortgage? The WealthAdviceMadeSimple answer would offer the following guidelines.
The Cost of Retirement Healthcare
Paying for healthcare in retirement is not easy. Here are a few quick tips.
Why Fees Matter
There are few certainties in life, and probably even fewer when it comes to investing. One guarantee that I can make is this: what you don't spend, you get to keep. Fees matter. Especially when it comes to your money. Those fees come in many designs, from professional advisor fees, to trading fees, to product … Continue reading Why Fees Matter
Do I Need a Financial Planner?
What are the 3 skills you need to be your own financial planner? Here they are...
How Not to Hire Me (part 2)
A look at the next steps that may help guide you in building your own personal financial plan.
Wealth Advice Made Simple 