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Distressingly Common Investment Advice

by Sandi Martin | Aug 20, 2015 | Blog, Investing, Personal Finance, Retirement Planning

I was recently part of a presentation for financial advisors, put on by someone whose work I respect (and who I imagine probably would not have said this if he had had more time to think about it). Just before the end, this came out of his mouth: Words I just heard!...

I’m 22…do I need a financial planner?

by Sandi Martin | Aug 10, 2015 | Blog, Personal Finance, Personal Financial Planning

Hi Sandi, I am a 22-year-old and just starting my career. Do I need a financial planner and is talking to a financial advisor at the bank the same thing as talking to a financial planner?  Thank you, Denise — Hi Denise, You know, you have an enormous opportunity...

Magic Potions, Snake Oil & Get Rich Quick Schemes

by Julia Chung | Aug 10, 2015 | Personal Finance, Spring Original

Multi-level marketing, supposedly free seminars, pyramids, ponzis and more – oh my. Lately, it seems my radio, television, and internet feeds are promising more and more straight up cash for less and less effort.

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