Financial Planner for Widows & Military
Being a financial advisor/planner is personal to me. Not only is this a job I’m absolutely passionate about, it’s also about how I personally have benefited from having my own financial advisor. When I was grappling with grief and loss, I depended upon my financial advisor as a trusted companion to help guide me through …
WSFP’s Answers to 10 Questions to Ask When Hiring a Financial AdvisorRead More
I’m a financial advisor who hired my own financial advisor — here’s the 10 questions I asked to interview them. Now you can use them too. Hiring a professional financial advisor can be a challenge. After all, your advisor will know all about your finances and help you make big financial decisions. You need someone …
10 Questions to Ask When Hiring a Financial AdvisorRead More
Every day I see evidence that we are still in the midst of New Year’s resolutions season. My gym is much busier than it was in the preceding months and social media is plastered with people tracking or sharing their newfound focus on goals. My guess though based on years of observation (and my own …
Most Important Financial Decision of Your Life For most military retirees, the Survivor Benefit Plan (SBP) is often the most important decision of your financial life. It can also be among the most confusing, emotional, and uncertain. In almost every case, you must make a one-time irrevocable decision that will have lasting impacts for decades. …
What is financial planning about? This is a common question I get asked. After all, isn’t financial planning just something we do as a part of our lives? Why should you hire a financial planner to help you? Why can’t you just implement all of this financial advice on your own? Intellectually speaking, there’s no …
Lessons Learned in my Grief Journey The death of your spouse tops the charts as the number one most stressful event in life. I know. This happened to me when I became a widower two years ago. I learned a lot in that experience. Here are some of the most important lessons I took away …
Advice for the Newly Widowed – Perspective from a Fellow WidowerRead More
Sometimes in the world of personal finance, the focus can become solely concentrated on the “finance” part and neglect the “personal” dimension. I’m going to be starting a series of posts on most Fridays to delve into what that “personal” side often entails and will be using some of my own personal experiences with my sabbatical this year to …
This post about military pay originally appeared as a guest post on The Military Guide so I’m reposting with permission. Ever Wondered Just How Much All Your Military Pay and Benefits Add Up To? For any servicemembers who are transitioning out of the military or perhaps daydreaming about what that might look like someday, many of …
