Jul 3, 2025
The Danger of Financial Celebrity Advice
Financial influencers can be motivating, but what works for them may not work for you. Broad, one-size-fits-all advice often overlooks the complexity of your income, goals, and risk tolerance. Even well-intentioned tips can backfire without personalization. A smarter move? Get guidance grounded in your reality, not someone else’s headline.
Jun 25, 2025
Types of Financial Advisors: How to Choose the Right One for Your Financial Goals
Not all financial advisors are the same. Learn the key differences between fee-only fiduciaries, insurance agents, and commission-based representatives—plus how to choose the advisor best aligned with your goals. Avoid hidden fees and sales-driven advice with this essential guide for investors who want trusted, personalized financial planning.
Jun 6, 2025
Four Reasons AI Cannot Replace a Financial Advisor—Or Your Holistic Financial Plan
People looking to enhance their money mojo are embracing AI financial planning tools—but the data prove what intuition whispers: AI cannot replace a financial advisor. Here’s why nuanced human insight still rules—and how to blend tech efficiency with holistic financial planning strategies.
May 29, 2025
3 Steps for People In Creative Fields to Get Financially Ready Before the Next Crisis Hits
Hey, people in creative jobs and fields... Worried about the economy? You’re not alone. So stop doom-scrolling and start planning. This quick-read guide breaks down three smart steps to build financial resilience before the next crisis hits.
May 13, 2025
Budgeting for Success: Finding the Right Approach for Your Lifestyle
Find a budgeting method that works for you! From the 50/30/20 rule to value-based budgeting, discover strategies to simplify money management.
May 8, 2025
Do You Really Need a Financial Advisor? 3 Smart Questions to Find Out
TL;DR: Managing your own finances sounds empowering, but it might be costing you more than you realize. Use the TIK Ratio (Time, Interest, Knowledge) to see if a financial advisor could unlock the next level of your financial life.