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This blog was updated in August 2022 for relevance.

Let’s assume you’re in the market to partner with a financial advisor. Finding a good financial advisor who successfully meets your financial needs is comparable to finding the right hair stylist who considers your face shape during haircuts or a dental hygienist who remembers you have sensitive gums. It’s not always an easy process and there will likely be some trial and error before landing on the right one. But once you’ve landed on a few candidates one of the first qualifying questions should be around their compensation structure and whether they are a fee-only financial advisor or fee-based.

Don’t look back. You’re not going that way

Developing a healthy habit doesn’t happen overnight. Experts estimate it can take anywhere between 18 to 254 days to form a new habit and implement that habit into your daily behavior. In terms of developing healthy financial habits, that 18-254 day timeframe could mean the difference between savings hundreds and saving thousands. 

The other day, I started playing Trivial Pursuit with my daughter. I normally like to try and answer my weakest category first.  For me that’d be pink – popular culture.  This time, I knew the answer to the question and slid my piece into the circular playing piece with a satisfying click.  Only 5 more colors to go to fill my game piece.

The Elon Musk Twitter saga continues. As the world’s richest man attempts to acquire the roughly $43 billion social media platform, the world is dialed in. 

History does not repeat itself, but it does rhyme.

I’ve been down this road before
And yeah I skidded but forget it.
~ Drake

Life is like riding a bicycle.
To keep your balance,
You must keep moving.