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How to Tell If Your Advisor is a Fiduciary

How to Tell If Your Advisor is a Fiduciary

by Cady North | Apr 12, 2016 | Financial Planning, Retirement

You may have read recent news reports about a major rule finalized by the Department of Labor that requires financial advisors to uphold a fiduciary standard to their clients when discussing retirement, i.e. 401(k) and IRA accounts.  Many advisors are already held to...
How to Get on the Path to Financial Wellness

How to Get on the Path to Financial Wellness

by Cady North | Apr 6, 2016 | Financial Planning, Saving

Like many of you, I learned about the concept of saving early on because my parents opened up a small savings account for me as a kid. But it wasn’t until I became a teenager that I really started to take an interest in personal finance. When I was 13, my dad...
How To Give Your Finances a Proper Spring Cleaning

How To Give Your Finances a Proper Spring Cleaning

by Cady North | Mar 23, 2016 | Financial Planning

Now that the seasons are changing and we have more sunlight in the evening, most of us get extra energy to tackle things we’ve been putting off for too long.  In addition to the cleaning, hauling and organizing you may be doing at home, now is a great time to take a...
North Financial Featured in Ellevate Network Spotlight

North Financial Featured in Ellevate Network Spotlight

by Cady North | Feb 24, 2016 | Entrepreneurship

There are lots of great organizations for networking out there.  I’ve found that it helps to find a mix of people from inside and outside your industry to lean on for support, especially in the early stages of starting up a business. One of the reasons I joined...
21 Questions You Should Ask Your Financial Advisor

21 Questions You Should Ask Your Financial Advisor

by Cady North | Feb 17, 2016 | Financial Planning, Investing, Retirement, Saving

I recently gave a free presentation at the 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.   Though I think I made progress teaching these...
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Hi, I’m Cady!  I help women dream big, find financial freedom, and navigate life changes 

You can reach me here.

Recent Posts

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