by Cady North, CFP®, RLP® | Apr 27, 2016 | Financial Planning, Investing, Retirement, Saving
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,...
by Cady North, CFP®, RLP® | Apr 20, 2016 | Financial Planning, Saving
Since April is financial literacy month, I wanted to put together a series of articles designed to prevent you from falling into common financial traps I see all the time. Young professionals often feel like they don’t need to work with an advisor because they don’t...
by Cady North, CFP®, RLP® | 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...
by Cady North, CFP®, RLP® | 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...
by Cady North, CFP®, RLP® | 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...
by Cady North, CFP®, RLP® | 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...
