Why Financial Professionals Are Still Important

Why Financial Professionals Are Still Important

With the current popularity of robo-advisors, some wonder what the difference is between an algorithm and a financial professional. Robo-advisors have been able to do something that traditional financial professionals have not: allow those with limited resources to...
Charitable Giving: Doing Your Due Diligence

Charitable Giving: Doing Your Due Diligence

Donating to charities is a win-win when filing taxes. You get to help a cause you care about and can claim dedications on cash contributions. But what happens when the charity you’ve given to is fraudulent? You’ve now donated to a false entity, haven’t helped the...
How do I Start Planning for Retirement?

How do I Start Planning for Retirement?

If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away. But it will get here quicker than you expect, and when it does, you’ll want to be prepared. And if you’re in your 40s or 50s and haven’t...