Question: Do you know how much you are paying in fees in your investments accounts each year? Unfortunately for most investors this is not an easy question to answer, so here is a quick summary of the ABCs of investment fees: Account/Custodial Fee: An annual fee may be charged by the financial institutional holding[…]
It’s the most wonderful (or stressful) time of the year. On top of all of the parties, decorating, and gift shopping, managing the household finances can seem like quite the chore even on the best of days. This week set an appointment for your year end financial checkup; it is the best gift you can[…]
With our hectic schedules it is difficult to eat a balanced meal, let alone achieve balance in our financial lives. Here are 5 quick steps that will have you feeling healthy about your finances before the end of 2016. Know where everything is and how much everything is worth Instead of using a spreadsheet to[…]
A simpler method A financial planner, Katie Jarret Burke ’03 is focused on advising busy professionals and young families. By Sarah Collins ’18 Katie Jarret Burke ’03 might be a young financial planner, but she has more experience in personal finance and entrepreneurship than many professionals gain during long careers. That robust experience led her last[…]
Alumni advice: the Do’s and Don’ts of financial planning Katie Jarret Burke ’03 offers practical financial planning strategies for the Class of 2016 and young alumni. By Sarah Collins ’18 Katie Jarret Burke ’03 jumped into financial advising shortly after graduating from Elon when she took a job at a Baltimore-based firm as a mutual[…]