“I Wouldn’t Know Where to Start” – 16 Questions to Ask A Financial Advisor
True story. I taught finance to school teachers last week. And one of their questions was so good, I had to write this article in response.
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Jesse Cramer
Jesse Cramer created The Best Interest to explain personal finance and investing in simple terms. His writing has been featured by CNBC, MSN, The Motley Fool, and other national publications. He resides in Rochester, NY with his wife and their dog, where he works in wealth management. Follow Jesse on Twitter: @BestInterest_JC
Accounting for Inflation in Retirement and FIRE Planning
Let’s discuss the proper way to account for inflation in retirement and FIRE planning. I lurk in some online personal finance forums, and what I… Read More »Accounting for Inflation in Retirement and FIRE Planning
The Financial Fundamental Most People Overlook
The more conversations I have (both via The Best Interest and my full-time job), the more I see people overlooking and underestimating the most foundational… Read More »The Financial Fundamental Most People Overlook
Winning the Game: Retiring at 57 with $4.2M
I want to share a fantastic Q&A from this past week. A reader, “Vince,” wrote in and said: Hi Jesse. I just reread your best… Read More »Winning the Game: Retiring at 57 with $4.2M
Conducting a Year-End Financial Review and Setting 2024 Goals
You made it! The sun is setting on 2023 and dawning on 2024. Among other personal reviews, the changing of years is the perfect time… Read More »Conducting a Year-End Financial Review and Setting 2024 Goals
The Best of The Best Interest in 2023
If you’re looking for holiday reading or listening, look no further. Follow me as I break down: **Now called Personal Finance for Long-Term Investors The… Read More »The Best of The Best Interest in 2023