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Financial Counseling

What to Discuss With Your Potential Financial Advisor– Part 3

 By Gary Silverman We continue the series on how to find a financial advisor. Today we’ll whittle down your list. You’ve found an advisor or three who look like they might be a good fit for you…but how do you know? First, I’d schedule a meeting. Most financial planners and advisors will offer a free introductory meeting so that you can kick their tires and they can see if you’re …Read More

‘Innocent Spouse Relief’ Protects Against Tax Fraud

By Jason Alderman I’ll wager that when most brides and grooms utter the phrase, “For better or for worse,” the “worse” they’re imagining probably involves situations like getting laid off or a prolonged family illness – not being the victim of tax fraud perpetrated by a current or former spouse. Married couples typically file joint tax returns because it lets them take advantage of certain tax credits and other benefits …Read More

Choosing a Financial Advisor – Part 2

 By Gary Silverman Investment advisor, financial planner, financial advisor, stockbroker, registered investment advisor, insurance agent, retirement planning specialist, personal financial specialist…what the heck do all these mean and what do they all do? Heck if I know. You see, some of the designations above require specific licenses, some infer a certain level of expertise, and some don’t have any requirements to them at all. Instead of going through a very …Read More

Should You Seek Help From a Credit Counseling Agency?

By Matt Bell I was surprised to read recently that there’s been a strong drop in the number of people turning to credit counseling agencies for help in paying back their debts.  After all, plenty of people are still struggling under the weight of too much debt.  Gail Cunningham, spokesperson for the National Foundation for Credit Counseling, said, “I think some are just tired of trying and have given up.” …Read More