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Investment Adviser Representative,
Better Money Decisions
I'm the CEO of Better Money Decisions (B$D) and co-author of the blog Better Financial Decisions. As a principal of B$D, I'm excited to continue my long career as an investment professional, which started in the 1980s.
Living and working in places as diverse as Jeddah, Saudi Arabia, and Budapest, Hungary, has given me a unique perspective on the world of investing. Through these experiences I have learned that life can change in an instant, and having a financial guide can make all the difference between a retirement fraught with worry and one with peace of mind.
My book, Bozos, Monsters and Whiz-Bangs: Bad Advice from Financial Advisors and How to avoid It! is an insider's guide to finding the right adviser.
Despite what you may be hearing and reading, paying off your home may not be the right decision for you. Homeowners need to look beyond taxes and consider the impact on investments, cash flow and lifestyle.
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Some investment fees are obvious, but you may not even be looking for them. Others are much tougher to spot. But it's well worth some detective work.