No one is immune to a financial disaster, but everyone can be smart about what comes next

Tanza Loudenback •
Business Insider
Fabio Principe

Money is everywhere. You might earn, spend, and invest money all in the same day without uttering a word about cents or dollars. And yet, too many Americans are quick to forgo a financial plan. Some say they don’t have enough wealth or time for one. If you have goals that require money to achieve

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I’m a financial planner, and there are 3 ways my advice to clients has changed during COVID-19

Sharif Muhammad •
Business Insider
Feverpitched

As the COVID-19 virus raged through the northeast US in March, I received numerous calls from concerned clients pleading for information and guidance. Questions like, “Should I get out of the market?”, “Which bills should I prioritize?” and “Should I pay the rent/mortgage?”  As we discussed these and other issues, I realized that we were

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Our financial adviser taught us a 3-step strategy for managing our money that’s keeping us afloat during COVID-19

Ashley Abramson •
Business Insider
Portrait of laughing couple embracing

Before my husband and I started working with our financial adviser at the beginning of 2020, we didn’t have much of a plan for our money. We made sure our bills were paid each month and our credit wasn’t terrible, but beyond that, there was no strategy.  So while we technically had what we needed

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