Money

Save or invest?

Monet’s lilies @ Musée de l’Orangerie, Paris, France[/caption] This is a very frequent question and topic on the finance blogs....

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What’s the Difference Between a Financial Advisor and a Financial Planner?

Part 1 covered the license designations an FA can and should have. Part 2 covered how FAs should get paid. Today, we’re...

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Refinance with First Republic Bank for Better Rates

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What the F? – Fee-only vs. Fee-based and the Fiduciary agreement

This is Part 2 of my series on Financial Advisors. Part 1 covered the license designations an FA can and should...

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Everything you wanted to know about Financial Advisors

Johanna Fox Turner, who has provided invaluable advice and help in writing this series. There is a lot of confusion...

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Should I Use My Hospital’s? 457(b)?

If you work for a large healthcare provider, you may have access to a 457(b) retirement account in addition to...

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Love, Marriage, and a Legal Contract

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Rethinking emergency funds

Go on any major finance forum or site and the old adage is to stash 3-6 months of expenses towards...

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"I promise to always keep our net worth positive …"

Lawa’i Beach in Kauai, Hawaii where we got engaged[/caption] Apologies for the hiatus. I was in Hawaii for CME and...

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I started a 529 account and I do not have a child

A great thing to do if you know you want kid(s) and are able to is to start funding their...

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