A wonderful set of parents recently sent their son to me for financial advice. He was a new college graduate and was about to start his first “real” job. Prior to this session,...
By Jim Ludwick, CFP Learn more about Jim on NerdWallet’s Ask an Advisor With the utmost respect and honor to Stephen Covey for my very similar title (Covey’s “7 Habits of Highly...
Being your own boss might seem like a sweet deal, but one of the advantages of working for a company is the employee benefits package you’ll usually get. Typical benefits include a retirement plan,...
Each year, hundreds of thousands of older Americans are victims of abuse, particularly financial abuse. As a financial advisor, it’s part of my job to be on the lookout for...