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027 Choosing A Financial Advisor
By Susan Carr-Templeton

Did you hire your advisor because he or she is likable? Then you are in the majority. Did you hire your financial advisor because you liked him or her, you…

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320px-Hundred_dollar_bill_01 Myths About Ultra High Net Worth Individuals
By Susan Carr-Templeton

The past few years, there has been a lot of talk about income inequality, with the Occupy movement’s participants calling themselves part of the 99 percent. The 1 percent they…

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Orewa_College_student_Anzac_Day_parade Millennials Need Finance Education
By Susan Carr-Templeton

We’ve all heard stories about the Millennial generation and how its members owe a lot of student loan debt and have trouble leaving their parents’ nest. The Financial Industry Regulatory…

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