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Lessons from Grandma’s EE Savings Bond Gift

Lessons from Grandma’s EE Savings Bond Gift

Grandma and the EE Savings Bond Gift My family has an unusual tradition–my grandfather self-built two houses–one completed in 1957 and another in 1996. Yes, he built them, hammer-swinging and all, with family help. My father has also done the same–first completing...
12 Essential Questions to Ask a Financial Advisor

12 Essential Questions to Ask a Financial Advisor

We have prepared 12 Essential Questions to ask your financial advisor.   1) Do you act as a fiduciary? By being a fiduciary, an advisor acts in your best interest 100% of the time. It’s important because if not, they might be recommending something just...