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Jill's Latest Posts
Read Jill's blog to understand how big financial stories impact your bottom line.
American consumers: start your engines! This weekend kicks off the holiday shopping season and with just 33 days to go before Christmas, retailers and economists alike
What a treat to have retirement plan expert Ed Slott CPA join the show to help make smart year-end financial decisions! Ed is a nationally recognized IRA expert, tel
The October jobs report confirmed that the economic recovery continues, but is still battling to come back from the worst recession since the Great Depression. Employe
Guest Paul Auslander the Director of Financial Planning at ProVise Management Group, LLC and the former FPA President and Chairman of the Board, joins the show to di
Pity the poor consumer of financial services. According to The Financial Planning Coalition, a collaboration of the Certified Financial Planner Board of Standards (“
The WSJ’s Morgan Housel gets the market-timing award of the season. On September 13th, he wrote “With stocks more than doubling in value over the past five years,
Financial Tip of the Week
How can you know whether your financial pro has expertise in planning and more importantly, puts YOUR needs first? The best bet is to come right out and ask any potential or current advice-giver, “Are you a FIDUCIARY?” – that’s the standard that requires that you come first.
If the answer is no, you may want to find an advisor who is held to the fiduciary standard. Go to the FPA's tool, www.PlannerSearch.org.