The 5 money maps
In my last post, I set forth some of the frightening statistics around money and relationships, including: Disagreements around money are the #1 cause of divorce in America 12% of married couples have never had a conversation about their finances More than 1/3 of Millennial…
Love and money
“Money is not the most important thing in the world. Love is. Fortunately, I love money.” – Jackie Mason Have you had a disagreement with a loved one recently about money? If so, you’re hardly alone. An American Express survey found money took the top worry…
Traits of great financial advisors
You probably know by now that you’re supposed to have a financial advisor, you may just not know how to differentiate the good ones from the bad ones. We’d like to suggest the following as a checklist for helping you to find an advisor who…
6 behaviors that predict future wealth
For many years, the prevailing advisory remuneration model has led financial advisors to look at just one variable – investable assets – when deciding whether or not to work with a client. One widespread truism about human behavior is that what gets rewarded gets done…
Giving advice that sticks
The numbers aren’t pretty. According to a 2016 study conducted by Northwestern Mutual, 62% of Americans do not have a financial advisor of any kind. And while not getting any advice is inadvisable, the numbers are bleak even within the cohort who are paying a professional, with only…