The Ten Commandments for Strong Financial Health

Here are the Ten Commandments for achieving strong financial health. The Ten Commandments: KNOW HOW IS YOUR ADVISOR IS PAID. It really does matter because the quality and kind of advice you receive is a result of how your advisor is paid. The best model for receiving...

Getting Real About Retirement – Will You Have Enough Money to Remain Comfortable?

By Eve Kaplan, Certified Financial Planner™ Let’s get real about retirement. Will you have enough to remain comfortable in retirement for 30 years or more?  Studies show this is a recurring fear many Americans feel. As a Fee-Only financial advisor, my number...

Take a Quiz: Is Your Financial Advisor a “Broker” or a “Financial Planner”?

by Eve Kaplan, Certified Financial Planner (TM) Professional You have a financial advisor, but what kind is he/she? Take this brief quiz to see if you can tell the difference between a “Broker” and a “Financial Planner.” Receive 2 points for all “Yes” answers, and 1...