At Breakwater we believe that you should expect more from your financial advisor. Here you’ll receive expert financial planning, management and advice on your entire financial life from a fee-only fiduciary who unquestionably places your best interests first. And most of all, you’ll have the peace of mind knowing your financial advisor genuinely cares about you, your family, and seeing you accomplish your goals.
The Economic Growth, Regulatory Relief and Consumer Protection Act was passed in May and many of the consumer protection laws go into effect in September. Among the most notable changes are:
I've written extensively on why you should consider freezing your own credit. So, for this blog post, I'll focus on the...
Peer-to-peer payment systems have seen tremendous growth over the past few years. The largest players in the space are Venmo, Paypal, Google Wallet, Square Cash, Apple Pay, and Zelle. The fastest growing and arguably the most popular today is Venmo. Venmo has realized so much success largely due to its fee structure, ease of use, and social networking elements. Venmo is in fact so popular that that app's name has become a verb! However, with ease of use also comes certain...
In the days, weeks, and months following your husband's death, you will undoubtedly face an array of decisions that you must make. Some decisions need to be made right away, but many can wait. Because you are in the midst of such a traumatic event, your decision making capabilities will be diminished. So, my advice to you is to slow down and delay any major, impactful, long-lasting, or irrevocable decisions as long as possible. Instead, use this time to grieve,...
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