If you voted for your congressman then they’re great but the rest are bums and if you voted against him then he’s a crook like all the rest. The same feelings are often held about financial advisors. How can the industry have such a bad reputation if so many people think that they have the only good one? Continue reading “How Are Financial Advisors Like Congress?”
I was recently talking to a couple that I initially thought was talking to me about their debate over getting a joint account. But as each of them spoke, they may had been looking at me but what they were saying was clearly directed at the other person until they forgot I was in the room and they just started arguing. I then remembered some guidance my buddy Kelley, a fellow financial planner, wrote about joint accounts and shared the following guidance from her: Continue reading “Why Every Couple Needs A Joint Account”
