Recent survey results shatter the long-standing perception of Millennials and Generation Zs as financially savvy, exposing a different and often overlooked side to their ever-evolving financial landscape. According to an intelliflo study, 84% of Millennials and Gen Zs acknowledge the necessity of professional advice on various financial topics. However, despite recognizing the importance of seeking […]
Health scares are scary enough on their own. Yet when deteriorating health is accompanied by diminishing wealth, it can turn into a nightmare. A new expose released by the Consumer Financial Protection Bureau (CFPB) reveals some alarming trends in the healthcare industry – “medical credit cards.” According to the CFPB report, these specialized credit products […]
If you’re like me, golf isn’t just a game. I wake up thinking about golf, go to work listening to a golf podcast, and finish my day on the driving range. To me, golf is a calling and something I can turn to no matter how the other aspects of my life are doing. Of […]
Get to know the financial advisors who help golfers spend more time on the greens with less money stress throughout their career and into retirement. Avid golfers know the game doesn’t stop when the cart is turned in. Nor is it over after leaving the course. These golfers know it’s not just a sport; it’s […]
If you’re about to start your own business or have recently done so, you’ve likely wondered what retirement plan might be best for you. Is it a 401(k) plan? A SEP IRA? Something else? With the many options available, I asked four financial advisors for their thoughts on the two most popular options, 401(k) plans, […]
Find NAPFA-affiliated financial advisors who are ready to help with your financial planning needs so you can enjoy life more with less money stress. If you’re interested in hiring a fee-only financial advisor, you may want to consider hiring a financial advisor affiliated with the National Association of Personal Financial Advisors, commonly referred to and […]
Find financial advisors specializing in serving baby boomers and who are ready to help with your financial planning needs so you can enjoy life more with less money stress. As a baby boomer, you may be thinking about hiring a financial advisor who understands your unique financial planning challenges and opportunities as you prepare for […]
Do doctors have unique financial planning needs? Absolutely. A specialist financial advisor for physicians is just what the doctor ordered. The US Bureau of Labor Statistics (BLS) reports that the median annual compensation for physicians and surgeons ranks among the highest of all occupations, around $208,000 in 2021. But what the BLS doesn’t mention is […]
You have unique financial planning needs as a single woman, whether you’re younger and just starting out in your career, or you’re counting down to retirement in a few years. Women typically live longer than men, though often earn less over their lifetime whether due to time out of the office raising children or wage […]