How to Tell If Your Advisor is a Fiduciary
The new fiduciary rule is a good step forward, but it will take some time to be fully implemented. There are many advisors out there already acting in a fiduciary capacity for their clients. Find out how you can tell who is a fiduciary and why this rule is so important.
How to Get on the Path to Financial Wellness
It’s time to give yourself a break if your parents never taught you much about finances or you never learned this stuff in school — most people haven’t. It’s ok to ask for help. If you want to get better at your finances and seek out more financial freedom in your life just start in one small area of interest. You’ll be amazed at what you can achieve when you start on the path to financial wellness.
How To Give Your Finances a Proper Spring Cleaning
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 look at your total financial picture. Here are a few smart spring cleaning ideas for your financial life.
North Financial Featured in Ellevate Network Spotlight
It’s such an honor to for North Financial to be featured in a member spotlight by the Ellevate Network!
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.
