Confidently Choose a Financial Advisor in Evansville, IN: A Millennial’s Guide

choose a financial advisor in Evansville

Are you a millennial who is ready to talk to a Financial Advisor? Are you confused where to start? Choosing a Financial Advisor in Evansville, IN can be a confusing process. That’s because the area, like many other cities, is dotted with a mixture of banks, investment brokerage houses, and insurance companies all offering “financial advisory” services. This is good … Read More

Cash Flow!

Introduction An Analysis of Budgeting Advice Self-help advice sometimes seems to be needlessly specific. I consider budgeting to be one of the realms of self-help advice that employs needlessly specific advice, i.e. “do this particular thing and only this particular thing if you want success”. Here, I will attempt to generalize that advice. I’ve written in the past about managing … Read More

Smart Ways to Use Your Tax Refund

It’s tax season again which means many people are hoping for a refund check soon. If you’re one of these people here are some suggestions for making the best use of your tax refund money. Establish emergency savings I know what you’re thinking; this has got to be the most boring use for a tax refund but hear me out. … Read More

Setting Financial Goals

Specific and explicit financial goals work to guide your money decisions, and are so important that it’s usually the first question I ask a new or prospective clients when I begin working with them. However, most of the time I get a blank stare in response to the question. For example, if I ask people to tell me their goals … Read More