Author: Jim Ludwick

Fire Your Financial Advisor

12 Apr 2019 Webinar – Should You Fire Your Financial Advisor?

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Rules of Thumb

04 Apr 2019 Rules of Thumb – Fidelity and Dave Ramsey Say Save 15%; We Say Save 20%

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Hacked

12 Mar 2019 My Account Was Hacked, Now What?

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Retirement Savings vs. College Savings

11 Mar 2019 Retirement Savings vs. College Savings: 4 Stages to Ponder

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Will Vanguard Advisors ever recommend a Fidelity Fund

21 Feb 2019 Will Vanguard Advisors ever recommend a Fidelity Fund?

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the talk with elderly parents

06 Feb 2019 Swim With Jim: Having “The Talk” With Elderly Parents

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tax preparer

30 Jan 2019 Should You Be Your Own Tax Preparer?

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Not-To-Do Financial Checklist

23 Jan 2019 The What Not-To-Do Financial Checklist

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financial freedom

15 Jan 2019 Swim with Jim: Financial Freedom

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government shutdown

15 Jan 2019 The Government Shutdown and the Importance of a Financial Plan

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