Thanks for stopping by to answer the question: do you need a financial advisor? Today’s post is motivated by a newsletter I received from Coast Capital Savings. The newsletter starts off claiming that we’ll feel …
financial advisor

Dealing with Worldsource Financial is an Exercise in Frustration
The opinions and information in this post should not be considered investment advice. I’m writing about my true life experiences with Worldsource Financial Management and Coast Capital credit union for informational purposes only. I’m not …

My Financial Advisor at Coast Capital can’t Manage my Money better than Me
Do you think you can manage your money better than your bank or credit union’s financial advisors? There is no doubt in my mind that my financial advisor at Coast Capital Savings can’t manage my …

Financial Advisor or Llama Hawker?
I was reading Boomer and Echo weekend edition that mentioned Primerica and it brought back a memory I’ve tried to shove aside. For those of you not familiar with Primerica, in a very loose definition …