Learn how to choose the right financial advisor. Discover key credentials, fee structures, and questions to ask to protect your wealth and financial future. Learn how to spot red flags, avoid costly AUM-based fees, and build a trusted team of experts who prioritize your interests. Plus, get a practical checklist of questions to ask any potential advisor, so you can make confident, informed decisions as your financial life evolves. Read on for actionable tips that could save you thousands and help you achieve your long-term goals.

Looking for the right Certified Public Accountant (CPA) can make a significant difference in your financial success, especially for professionals transitioning from simple W-2 income to more complex self-employment roles. This comprehensive blog post outlines a practical checklist and real-world insights to help you select a CPA who truly fits your needs.

Take some time to review your 2023 resolutions and write down a couple for 2024. Everyone should have a financial resolution regardless of situation. Read about my resolutions and some tips for writing your own.

I challenge each of you to question the social norm of personal finance. If these ways pass inspection, proceed, but if a superior road untraveled presents itself, consider the road less traveled.

Part II of our personal finance duo.

The first TFC guest post, which happens to be from Mrs. TFC. Life through the eyes of the spender.

Every quality research study reports limitations. Why not have limitations of my own?

Don’t look at the world through clouded lenses. I outline the middle-class and what qualifies as such. High income earners, acknowledge your success and remain humble.

Risk is a word that plays on emotions, especially when speaking to financial decisions. There is a connotation that tells investors to be ware. Let’s examine risk in a new light to see if the dogma prevails.

Few things irk me more than others thinking my successes came easily. It’s not all unicorns and rainbows. Unfortunately, the “good” are often accompanied by the difficult, unpleasant, and undesirable.

Personal decisions greatly influence our financial wellbeing whether we want them to or not. Like opportunity cost, the long-term cost of personal decisions seemingly unrelated to money greatly impacts our financial status.

As it sounds, this is a credit score overview. What is it? Is it important? How to improve my credit? Why does it matter? Read to learn everything you need to know about credit scores.

A vanilla, but necessary topic of discussion. Don’t overlook insurance coverage. It’s part of the financial plan to prepare for the worst including career altering or life-threatening events. Give a read, thought, and comment.

Money is a taboo topic no question about it. But should it be hidden away and kept to ourselves? There are advantages and disadvantages of breaking this barrier.

The time has come for a few New Year’s resolutions.