Myths

3 Common Myths About Working With a Financial Planner

Investment Tips /
3 Common Myths About Working With a Financial Planner

(Image credit: Getty Images) Sifting through the endless amount of financial planning information online makes it hard to tell the difference between myth and fact. Misconceptions and assumptions can also prevent people from taking critical steps that could significantly improve their financial confidence and protect their life’s work. Professional financial advice can help alleviate the […]

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‘Smart’ Estate Planning Can Cause Problems: Unraveling Myths

Investment Tips /
'Smart' Estate Planning Can Cause Problems: Unraveling Myths

We’ve all heard the standard estate planning advice: write a will, purchase appropriate life insurance, name the beneficiaries of your retirement accounts and arrange things so your estate can bypass the lengthy probate process. While this advice is well-intended and generally useful, it turns out that following this advice blindly can sometimes make things worse

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