interest

Ep 46: It’s Just a Joke

Managing finances create plenty of stress each day so let’s take some time to add a little humor to the conversation. Today we’ll tell a few financial planning jokes and see what lessons we can learn along the way.

Ep 6: Your Financial Advisor Should Have These Five Traits

Working with a financial advisor is an important decision that isn’t usually made on a whim. Doing your research and meeting with advisors is a key part of the process to determine who best fits your needs. All financial professionals are unique but all of the good ones will have these five qualities.