financial advisor Archives - The Outlier Model

How Good Is Financial Advice From a 3×5 Card?

Tamila McDonald / July 26th, 2018 / No Comments

Saving money and investing for your future are a part of what we’ve all learned through the years. What’s interesting is that this seems to be a lot harder than you’d think. If you have at least $5K in a savings account, you’re probably doing better than most of your friends, but why is that? Maybe a little financial advice from a 3×5 card can help. Tamila McDonaldTamila...

Posted in: Credit and Debt, Money, Personal Finance, Saving Money Tagged with: financial advisor, investing in stocks

Five Reasons You Don’t Need a Financial Advisor

financial advisor, finances, money matters

Jill / May 8th, 2015 / No Comments

A few days ago I brought up a few of the benefits of using a financial advisor or planner. But is a financial advisor really necessary? Maybe not. Here are five reasons why you don’t need a financial advisor. 1. Many are commission-based. A number of financial advisors work on commission, making a percentage of their money on trades you may or may not need. If you’re working...

Posted in: Money, Uncategorized Tagged with: financial advisor, financial goals, financial planner, investing, investing in stocks, money, retirement, saving

Five Signs You Need a Financial Advisor

Jill / May 4th, 2015 / No Comments

I recently had an interesting discussion with some coworkers about the necessity of a financial advisor. One was all for them, while the other was adamantly opposed. If you’re not sure whether or not you need a financial advisor, or if you’ve never really thought about it, here are five signs you could use some professional financial help: You have no idea what you’re doing. Maybe...

Posted in: Money, Uncategorized Tagged with: Finances, financial advisor, financial goals, financial planning, investing, net worth