More Articles in Making the Most of Your Money
shark Don’t Hire a Shark
By Susan Carr-Templeton

Are you hiring a shark or a financial advisor? Here are eight fact finders you must do up front. One of my recent blogs discussed the reasons why people hire…

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Head in the sand Retirement Planning For Two
By Susan Carr-Templeton

When one spouse takes no interest in retirement planning. As an advisor, I often see one spouse take the lead on investing and planning for retirement while the other stays…

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woman_bills Seven Tasks To Create Your Retirement Plan
By Susan Carr-Templeton

Your checklist to see if you are retirement ready. It’s never too early to start thinking about retirement, as those with a plan early on will find that they are…

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