Cash is Earning What?!??

Cash is Earning What?!??

Is your cash generating interest of over 4%? Did you just say that cash is earning over 4%? Isn’t that better than the market right now? Is your financial advisor paying attention to what your cash is earning? I was having a conversation with a neighbor recently. We...
Fiduciary Apple Pie

Fiduciary Apple Pie

Within financial planning, there is a broad spectrum of ‘advisors’ out there. Some have a fiduciary duty and some do not. I don’t typically like to rank things using words like good or bad, but there are some really bad advisors in this world. In fact, good advisors...
I just sold my house…

I just sold my house…

Dear Jen, I just sold my house and I think I will put the money into another property. Where should I put it so it can it be earning something until I buy again? ~ May    Dear May, Good question! Currently with the interest rates as low as they are, a...
Windfall…

Windfall…

Dear Jen, I just had a family member pass away and I came into some money. With so much going on I’m not sure what to do with it, or if I’m ready, but when the time comes what would your advice be? ~ Anonymous Firstly, I am sorry to hear about your family...