In the
Media

In the financial services industry, the term “fiduciary” gets thrown around a lot—so often, in fact, that it can start to lose meaning. A simple definition of a fiduciary is a person or organization that puts their clients’ interests first, ahead of their own.

Interest rates are high at the moment. Though that may be a painful reality if you’re interested in borrowing money or you have a significant amount of credit card debt, it can be welcome if you’re focused on saving money for your future. And today’s inflation data suggests that rates will remain high – at least for the time being.

Downsizing is a great way to declutter and simplify your life, which is why many retirees do just that. But if you’re downsizing because you have no other choice, due to bad money habits, that’s where things quickly become stressful or even problematic.

If you want to pass wealth on to your children, you don’t need to be rich now. Many assets that people already own could be used to help your children down the road. And if you don’t have these assets yet, many of them are within reach for ordinary people.