A Time Tested Approach to Financial Advisors

February 10, 2015

Years ago, I had a brilliant WWII veteran as a client, one of the smartest women I had ever met. She told me that she was so glad that women were finally advisors because it took her almost a decade to find the right advisor when she started looking in the 1950s and I asked her why. Her answer was that her due diligence saved her from many “Bernie Maddoffs” over the years. Her process can be almost a textbook case for how to look for and work with an advisor: Continue reading “A Time Tested Approach to Financial Advisors”

Confessions of a Former Financial Advisor

June 05, 2013

I began my career as a financial educator 18 years ago, only they didn’t call me an educator. I was a 401(k) enroller and my job was to educate employees on the benefits of participating in their employer-sponsored retirement plan. I very much enjoyed speaking to the many different groups of people that made up the workforce but I wasn’t a big fan of the travel — and neither was my young, new bride. Continue reading “Confessions of a Former Financial Advisor”