Why the Midwest Is America’s Best-Kept Wealth-Building Secret
What if the smartest financial move you could make had less to do with the stock market and more to do with your zip code? The twelve states that comprise the geographic Midwest (Illinois, Ohio, Michigan, Minnesota, Indiana, Wisconsin, Missouri, Iowa, Kansas, Nebraska, North Dakota, and South Dakota) are home to over 1.6 million households […]
How Well Do You Manage Wealth? Take the Millionaire Decision Quiz
“Jim” considers himself a savvy investor. He saved just over a million dollars before turning 50, but recognizing that he may have some financial blind spots he scheduled a meeting with a fiduciary financial planning firm. At the first meeting, the advisor asked him, “How do you pick stocks?” Jim provided various answers. He pays […]
Three Red Flags: How To Avoid Bad Financial Advice
Educate your friends and family about the red, yellow, and green flags when selecting a financial advisor. Teach others how to avoid bad financial advice by recognizing these key warning signs.
The Four Little Pigs and Their Inheritance
The following financial fairy tale demonstrates different ways that individuals can react to inheritance, but ultimately a disciplined approach to money management is the best defense against the huffing and puffing from the wolves of Wall Street.
How Family Billing Saved One Family $65,000 Per Year
This case study shows how multi-generational wealth management creates significant fee savings while providing clarity and confidence across three generations.
Have You Outgrown Your Edward Jones Advisor?
Your Edward Jones financial advisor is a good guy, but at what point do you need to switch? When your financial situation becomes more complex it’s time to seek a second opinion. Here’s why.
Address Change Checklist: What to Do When You Move
Moving to a new home is an exciting adventure, but it also comes with a long list of tasks to ensure a smooth transition. Changing your address with various entities is part of the deal and can feel tedious and time-consuming. Hopefully, this comprehensive checklist will ease some of the stress and help you avoid missing any crucial updates.
Jack and the “Beanstalk” A Financial Fairy Tale
The following financial fairy tale shows what can happen when parents are overly indulgent with their adult children. Kids need to struggle before they can succeed.