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Category: Wealth Building

6 Financial Goals to Consider

Posted by Julie Rains  |  Wealth Building

What financial goals should you have? This question stumped me when I was younger. Later, I learned that I did have goals! Here are foundational goals to consider.

Problems with Financial Advisers: Past Performance Doesn’t Predict Future Performance

Posted by Julie Rains  |  Wealth Building

Learn one of the tricks that financial advisers play when trying to get your business.

Problems with Financial Advisers: The Dark Side of AUM

Posted by Julie Rains  |  Wealth Building

A fee-based financial adviser sounds like the ideal professional to guide you in making important financial decisions. Here’s a cautionary tale to show why choosing a pro with transparent pricing still requires your due diligence.

Problems with Financial Advisers: Chasing Performance

Posted by Julie Rains  |  Wealth Building

Learn why you should seek a financial adviser who is consistent, calm, and doesn’t urge you to chase performance.

Problems with Financial Advisers: Judging Clients

Posted by Julie Rains  |  Wealth Building

Have you ever felt judged by a financial adviser? You may know more than you realize about your finances.

Problems with Financial Advisers: Selling to Generate a Commission (Only)

Posted by Julie Rains  |  Wealth Building

Your financial professional should act in your best interest. Here’s one way to tell whether advice is dispensed simply to generate sales commissions or help you reach your financial goals.

Problems with Financial Advisers: Generic, Not Custom, Plans

Posted by Julie Rains  |  Wealth Building

Financial advisers should give customized advice based on your unique circumstances. Learn ways to get what you need and pay for when consulting a professional.

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