Latest articles by Meg Bartelt, MSFP, CFP®
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This Is What Good Financial Planners Do
Financial Planning It’s about much more than just helping you with your investments. Here are some things that you should be getting out of your relationship.
Financial Planning -
Making Next Year's Taxes Less Painful
taxes With 2016 taxes in the rearview mirror, it's time to take stock of some missed opportunities for next year that could save you money and headaches.
taxes -
Can You Get By Without a Financial Planner?
Financial Planning Here’s what to ask yourself to find out whether you are prepared to go it alone.
Financial Planning -
The Best Investment You Can Make Isn’t in Your 401(k)
investing Investing in yourself, through classes, career building, networking and just plain taking care of yourself, can pay off more in the long run than anything else.
investing -
Simple Steps to Save on Investment Fees
investing Some of the costs associated with saving and investing are patently obvious, but there are others that can be quite well hidden.
investing -
How to Negotiate to Get More Out of Your Career
business Women especially need to be ready to ask for what they want on the job.
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Why the Investing Gender Gap Works for Women
Investor Psychology The so-called weaknesses females have when it comes to investing might actually be strengths.
Investor Psychology -
How To Find a Financial Adviser You Can Trust
Financial Planning The financial industry is generally clouded by an atmosphere of distrust, but with the new fiduciary rule and doing your due diligence, you can find the right person for you.
Financial Planning
