4 min read read now

Blog, Financial Planning, Investing, On Your Own, Suddenly Wealthy, Thinking About Retiring

Why Your Investments Need a Financial Planner

It is easier than ever to put your investments on automatic. From Vanguard to Fidelity to Schwab, every custodian has online tools that will help you diversify, allocate, rebalance and research your investment portfolio – if you are so inclined.

7 min listen now

Investing, Suddenly Wealthy, Thinking About Retiring

Lorraine and Brandon Discuss One of the Most Important Retirement Decisions Everyone Needs to Make

Lorraine Ell  |  Posted Sep 6

< 1 min read read now

Suddenly Wealthy, Thinking About Retiring

Lorraine Ell’s Book on Bad Money Advice “Bozos Monster and Whiz-Bangs”

Lorraine Ell  |  Posted Jul 9

< 1 min read read now

On Your Own, Suddenly Wealthy

Lorraine Ell’s Book Featured in Prime Time Publishing

Lorraine Ell  |  Posted May 4

3 min read read now

On Your Own, Suddenly Wealthy

What 2018 Holds for FAs

Better Money Decisions  |  Posted Mar 2

2 min read read now

Suddenly Wealthy

Becoming a 401(K) Millionaire Doesn’t Mean You’re Ready for Retirement

Better Money Decisions  |  Posted Feb 1

3 min read read now

Suddenly Wealthy

Will Tax Reform Usher in Another Market Rally?

Better Money Decisions  |  Posted Dec 27

5 min read read now

Suddenly Wealthy

Marketing to Mass Affluent Women

Better Money Decisions  |  Posted Nov 30

4 min read read now

Suddenly Wealthy

Why Stock Picking Really Is So Difficult

Better Money Decisions  |  Posted Nov 19

3 min read read now

On Your Own, Suddenly Wealthy, Thinking About Retiring

Don’t Forget Retirement Accounts at Former Employers

Better Money Decisions  |  Posted Aug 11

3 min read read now

Suddenly Wealthy

Why These ‘Streaks’ Are Entertainment, Not Investment Advice

Better Money Decisions  |  Posted Mar 25