This Week @ Broadview Financial Well-Being

Short, timely articles based on a real-world weekly theme.

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MoneyEdu publishes a new theme each week. Scroll down for current topics.

Working With a Financial Advisor

Explore the nuts and bolts of working with a Financial Advisor. Does it make sense for you?

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Should You Work with a Financial Advisor?

A financial advisor can be a helpful ally at many stages of your financial life, but you might find one is especially handy in a few situations.

Fee or Commission? How to Pay a Financial Advisor

There are two main payment structures for advisors, fee-only and commission-based. There's also a third category, fee-based, that's a bit of a hybrid of the first two. Which is right for you?

What is Fiduciary Duty?

What is fiduciary duty and why should you make sure your financial advisor has fiduciary duty to you.

How to Choose a Financial Advisor

What to look for when you are looking into hiring a financial advisor.

What to Expect From a Financial Advisor

A financial advisor can help you make sense of your current financial status and put a plan into place for the future.

How to Get the Most From Your Financial Advisor

The steps to take to get the most out of your experience with a Financial Advisor.

New themes are posted every Sunday.

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Last Week @ MoneyEdu @ Broadview Financial Well-Being

Setting Financial Priorities

Examine the factors influencing how we spend and save money.

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Aligning Our Spending and Values

An introduction to this week's theme that's focused on the factors that influence how we spend and save.

Forces That Drive Our Spending Behavior

By exploring the deeper issues that go along with our spending habits, we can unlock the motivations that guide us, giving us a clearer picture of why and how we spend and save.

Conspicuous Consumption - Does It Make You Happy?

Examining the psychological and social drivers of conspicuous consumption, and exploring alternative paths to happiness and fulfillment.

Retirement vs Student Loans?

What a recent college graduate should consider when thinking about saving for retirement or paying down student loans?

Pay a Child's Education With Your Retirement Fund?

A review of some of the most important information to know regarding retirement-funded college educations.

Your Child's Short and Long-Term Financial Needs

By running a variety of calculations adjusting for different life scenarios, parents can accurately determine how much they'll need to save to secure the financial independence of their children.

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