Becca Stanek

Making a decision to move to a particular place involves taking into account many factors, including career opportunities and what mortgage payments might look like. But does the choice of a… Read more

A number of factors can influence your decision to move to a new place, including where your peers are headed. While some older generations like rich retirees and rich Gen Xers are moving to Florida,… Read more

The U.S. is the 19th-happiest country in the world, according to the 2019 World Happiness Report that the Sustainable Development Solutions Network for the UN released. Though this is a one-spot drop… Read more

Moving to a new home can be a difficult undertaking, even though it might bring your life a much-needed change, especially when you have significant financial costs to consider. As you look to make… Read more

Ken Fisher, an investment analyst and self-made billionaire, is perhaps best known for founding Fisher Investments. The financial advisor firm based in Camas, Washington manages more than $96 billion… Read more

The aid of a financial advisor can be helpful regardless of whether you’re young, retired or somewhere in between. There is a wide range of financial advisors you can work with, as they can… Read more

As you strive to reach your financial goals and prepare for retirement, you may consider turning to a financial advisor. In this case, knowing how much a financial advisor’s services normally cost is… Read more

If you’re looking for a financial advisor, the Form ADV is an essential point of reference. In fact, this publicly available paperwork must be filed with the U.S. Securities and Exchange Commission … Read more

A wealth manager is a subset of financial advisor that primarily offers high-net-worth and ultra-high-net-worth clients wealth management services. But a wealth manager’s role is far more… Read more

Estate planning is the process of setting up how your assets and property will be distributed upon your death. Through these plans, you can ensure your assets are given to the people and… Read more

Warren Buffett said it best: “Read 500 pages like this every day. That’s how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it.”… Read more

There are a number of ways to buy bonds: directly from the U.S. Government, via a bond fund or with the help of a broker. Before you make your purchase, it’s important to understand what types of… Read more

Generally speaking, your inheritance is or could be taxable. However, the full story is more complicated than a simple yes or no answer. Whether you’ll pay inheritance tax and how much you’ll pay… Read more

You can freeze your credit report by contacting a credit bureau like Equifax, Experian and TransUnion. Then you’ll fill out some paper work and pay a fee. Freezing your credit report is a good idea… Read more

Finding a financial advisor is easier than ever. In addition to traditional methods like word-of-mouth recommendations, you can also use a financial advisor matching tool or an advisor network’s… Read more

Private wealth management is an investment advisory practice focused on serving the unique needs of wealthy individuals. The practice incorporates a wide range of services, including financial… Read more