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 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® | 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...
by Cady North, CFP®, RLP® | Jan 6, 2016 | Investing, Retirement, Saving
How high will interest rates go this year? How will it impact my portfolio? What’s happening with China’s market volatility? Is another bear market around the corner? These are all the questions the media wants you to keep pondering so you’ll click more...
by Cady North, CFP®, RLP® | Sep 2, 2015 | Retirement
Many of the clients I work with are happy climbing the corporate ladder for now but would like to be able to “retire” early to work on their own projects and business ideas. I think we’d all like to set up some passive income streams to be able live a more flexible...
