Here are a list of the most-read blog posts from North Financial this year. Do you work with a full-time fiduciary? As a consumer it can be difficult to tell from marketing information or an advisor’s website if he or she is, in fact a fiduciary at all times when they...
I’ve been asked recently, “If there’s one simple thing I could do by the end of the year to put myself on a good financial footing for 2017, what would it be?” The answer is, you should track your net worth! Watch my recent video to learn more....
How long did you spend planning your last vacation? Maybe 10-15 hours? Compare that with financial planning — when was the last time you took that much time to review your retirement strategy and options in your 401k? Probably never. You’re not alone....
I was featured in the Washington Post this week (link at the end) in an article about millennial finances. The article digs in to why young professionals are anything but traditional. It also gives some great examples about how young people are using smart financial...
Ever wondered how bonds work or what “styles” of stock investments are available to investors? Proper diversification is key to your investing strategy. Here’s a list of key terms related to investing and diversification that may come in handy. If...
Last we week talked about savings. We discussed how many people aren’t prioritizing savings as much as they should, largely because life events come up. You can fix this by making a plan for what you want to do with your savings. Everyone has several goals in mind,...
