Financial Ghosts: 7 Forgotten Accounts and Documents That Could Haunt Your Family
Financial ghosts are the accounts and documents that quietly drift out of sight over the years. The seven most common are old 401(k)s from former jobs, ...
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Financial Planning Before and After Divorce: A Guide for Women
After a divorce is final, financial planning works best in stages:
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Top 10 Signs It’s Time to Fire Your Financial Advisor
Loyalty is a virtue. Misplaced loyalty is expensive.
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The Trust Paradox: Why a Generation Chose TikTok Over Fiduciaries
Picture a happy, successful-looking person sitting at a nice desk, surrounded by thriving houseplants (for whatever reason, so many seem to have houseplants), ...
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Why Your Advisor Isn’t Listening: The Skill the Industry Never Taught
John Gatewood, CFP®, CLU®, is the founder of Gatewood Wealth Solutions and the author of The Listening Advisor.
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The Down Payment Conversation More Families Are Having
Emily is 35 years old. She has a good job. She pays her bills. She’s done most of the things previous generations were told would lead to homeownership.
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When the Goalpost Keeps Moving: A Plan for Financial Nihilism
If you bought a home in 2019 and tried buying that same home today, chances are you would not be able to afford it. The same house, but a near 80% increase in ...
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The Hidden Tradeoffs Behind Big Financial Decisions
Most people think about big financial decisions in terms of what they gain.
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Why Perspective Is the Most Underrated Part of Financial Planning
Think about the last time you made a decision under pressure.
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The Cost of Waiting: 5 Common Financial Planning Gaps
No one sits down one morning and decides to leave their financial plan incomplete.
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What You’re Really Paying for in a Financial Advisory Relationship
The question isn’t what a financial advisor costs—it’s whether the value exceeds the fee.
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What Good Financial Habits Really Look Like in Your 20s and 30s
If you’re in your 20s or 30s, money can feel like a language you were never taught.
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