Every household has division of labor, and when it comes to money, oftentimes one person is handling the monthly bills and another person is managing the long-term investment portfolio. In essence, one person is looking through a microscope, the other through a telescope—you and your partner may be seeing a very different picture. Maybe you don’t think you have time to see the other view.
Article Categories
- All
- Popular
- Charitable Giving & Philanthropy
- Choosing an Advisor
- Estate Planning
- FAQs
- Insurance
- Investing & Portfolio Strategies
- Passing Down Family Wealth
- Planning for Retirement
- Sell My Business|Weekly Market Commentary
- Tax Strategies
- Wealth Building for Executives
- Wealth Building for Women
- Wealth Planning for Business Owners
Women do so much…I know from firsthand experience, because I’m a woman and I feel like I do a lot, if I do say so myself! When I was in my 20s, I traveled and worked thousands of hours with a Big 5 consulting firm, got married, and bought a house. I socked money away in my 401k and that was the extent of my financial planning. When I was in my 30s, I had children and dogs and cats and did a whole different kind of work, much of it unpaid.
There is no legal definition of “financial advisor” and that creates a big problem– when anyone can freely use the term, everyone inevitably will. Seriously, this is just like when everyone started putting “entrepreneur” in their bios and on their business cards.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.