21 Questions You Should Ask Your Financial Advisor
I recently gave a free presentation at a public library for women wanting to learn more about investing. It was a great feeling to see several dozen women wanting to do the hard work of learning more about finances, but I discovered a problem. Some of the women who did have a financial advisor didn’t know what that person did to help them. Many of them asked me, “Can you give me a list of questions to ask my financial advisor?” Here are 21 questions you can ask next time you have an advisor meeting.
How To Build a Credit Profile for Your Business
When I work with individuals who are starting up their own business (even their own side business), I always mention a lesser known trick for getting initial financing. Hint: it’s a credit card. Here’s a how-to on getting your first business credit card.
FAQ on Emergency Funds
I read a recent article that said most American’s (63% of us!) can’t handle a surprise $500 expense. That number shocked and saddened me, and it’s much higher than I would’ve expected. There are a few reasons I think this happens to people. I’ve got some answers to frequently asked questions on emergency funds.
What’s it Like to Work With North Financial?
Clients of North Financial are successful in their day jobs, ambitious, and probably don’t want to stay at the same desk job forever. They may already be looking into starting a business of their own one day. However, with their busy personal and professional lives, they don’t have the time to wade through mountains of news and information to figure out what to do about their budget, investing and retirement planning. Learn more about how our clients get a better handle on their finances, save time, and have access to advice tailored to their own unique needs.
Why Is Money Important To You?
Unfortunately, there isn’t one financial plan that makes sense for everyone, but there are certain aspects of financial planning that are universal. In order to stay on track you don’t need a 100 page financial plan filled with exotic investment strategies, all you really need is one page — and it primarily involves ranking what’s most important to you. To get started, answer the question, “Why is money important to you?”
Four Lessons I’ve Learned About Teleworking
As an entrepreneur, one of the largest start-up costs is oftentimes finding office space. If you can limit your recurring costs by joining something on a part time or month-to-month basis, this really helps your budget as you get started. It’s also a great way to get your needs for social interaction met. Here are some tips for staying healthy and comfortable when you telework.

