Facebook

Financial Literacy and Career Resources for College Students and Grads

 Have questions about borrowing, student loans, car loans, savings, setting goals? Need help with your resume and job search? https://www.igrad.com has videos, info, worksheets and more on its comprehensive website. With additional topics like long term care insurance, the site isn’t just for young folks. Source: Financial Planning for Women

Thinking about hiring a financial advisor? Considering switching advisors?

 Here are some links to articles to help you find such assistance. Thanks to Michelle Singletary, personal finance writer for The Washington Post. What You Need to Know About Fee-Only Financial Advisors Fee-Only Financial Planner vs. Fee-Based: What’s the Difference? Financial adviser, financial planner or robo-advisor? Here’s how to find the right help to manage…

Financial Wisdom

Money quotes offering wisdom: “Exiting the market after a decline – and thus failing to participate in a cyclical rebound – is truly the cardinal sin in investing.” Howard Marks “Time in the market beats timing the market.” People first, then money, then things. – Suze Orman “Annual income twenty pounds, annual expenditure nineteen and…

Excellent financial weekly email newsletter

Your Money: Every week, get tips on retirement, paying for college, credit cards and the right way to invest. It’s free so sign up today. https://www.nytimes.com/newsletters/yourmoney?campaign_id=12&emc=edit_my_20190624&emc=edit_my_20200413&instance_id=17606&nl=your-money&nl=your-money&regi_id=83720664&segment_id=25000&te=1&te=1&user_id=bde4c6c63beab087f13b761e1ee9fe1e Source: Financial Planning for Women

How does your financial adviser get paid? And why does it matter?

“With markets in turmoil, investors need financial advice more than ever. Unfortunately, figuring out where to get it and how to pay for it just got a little harder” according to Jason Zweig writing for The Wall Street Journal. Until recently you could find this information about Certified Financial Planners from Letsmakeaplan.org. But the CFP…

Hundreds of financial professionals pose a risk to their clients!

“A proposed rule from the Financial Industry Regulatory Authority that would impose restrictions on firms employing high-risk registered representatives and financial advisers may apply to 61 financial-services companies, said FINRA CEO Robert Cook. John Salerno, who manages the high-risk representative program, said hundreds of individuals have been identified as presenting risk to clients.“https://www.investmentnews.com/article/20190517/FREE/190519929/finra-makes-its-list-to-target-hundreds-of-rogue-individuals ALWAYS ask a…

Maybe your financial "adviser" has been taking advantage of you

“The Securities and Exchange Commission’s program to persuade investment firms to self-report conflicts of interest has led to a settlement under which 79 firms return $125 million in fees to clients. The firms placed clients in share classes with expenses higher than those in other share classes available without disclosing that fact.” (Retirement Security SmartBrief)…

New Year, Fresh Start by Jonathan Clements

“WANT TO GET YOUR FINANCES headed in the right direction? Below are nine steps to take in 2017. With each step, I’ve included links to the relevant sections of HumbleDollar’s money guide.” http://www.humbledollar.com/money-guide/main-menu/Here is a summary of Jonathan Clements‘ “New Year-Fresh Start.” Read the details at: http://www.humbledollar.com/2017/01/new-year-fresh-start/1. Ask why.2. Size up your opportunities.3. Get started…