1 fiduciary

   noun               fi·du·cia·ry             \fə-ˈdü-shə-rē, -ˈdyü-, -shē-ˌer-ē\

  1. one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation.

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Comfort Cash

Last month I sent an article about a reluctance to invest, which causes cash accounts to build up. This prompted a number of replies. “You are talking about me aren’t you” or “do I have this problem?”

Equifax Breach

By now you have heard of the Equifax fraud alert involving about 143 million people. The Federal Trade Commission has a pretty good summary on its blog of what to do in case of a credit breach.

Too Much Cash

“If a cat sits on a hot stove, that cat won't sit on a hot stove again. That cat won't sit on a cold stove either. That cat just doesn’t like stoves.”

 – Mark Twain

I used this quote after the 2008 stock market crash and think about it often. Not to be Captain Obvious, but Twain was not talking about cats.

5 Common Financial Terms - You Probably Should Know

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?

Your Emergency Fund and You

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.

Video: Finance 101: A Lesson in Helping your Student Pay for College

Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think.

 

Term vs. Permanent Life Insurance: What You Need to Know

All of the various forms of life insurance – whole life, term life, variable life, universal life and the dozens of variations of each – can be distilled down to just two types: Term and Permanent.

When Whole Life Insurance may be the Best Option

For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents of each method are adamant in their positions and both offer sound reasoning in their answers.  But, for anyone to tell you which is best for you without knowing anything about you is tantamount to someone tel

Financial Resolutions: 6 Tips to keep you Accountable

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

Keep Health Care Costs Down While Caring for a Child with Special Needs

There is no getting around it—health insurance is complex and complicated. You have to have it and there is no one-size-fits-all solution. And, when your child is living with a special need it makes the whole process even more complicated. Finding in-network specialists, scheduling exams, and keeping track of copayments and deductibles can be exhausting.

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1 Source: http://www.merriam-webster.com/dictionary/fiduciary

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