Category: Ask Us Anything

By Brent Weiss, CFP®, ChFC® When you marry someone, are you marrying their credit score as well? Brent highlights common misunderstandings about marriage and credit.https://youtu.be/7YTzFtfAwHM

By Brent Weiss, CFP®, ChFC® One of our co-founders was recently victim of a fraudulent unemployment insurance claim. Want to learn what you can do to

By Brent Weiss, CFP®, ChFC® https://youtu.be/HzaD7QSZuWA

By Brent Weiss, CFP®, ChFC® and Lisa Rapuano, CFA Brent and Lisa answer your question: What do Reddit, Hedge Funds, Wall Street and Short Squeezes have

By Brent Weiss, CFP®, ChFC® Brent breaks down the differences between a traditional IRA and a Roth IRA and how to use them to achieve a

By Brent Weiss, CFP®, ChFC® Brent answers your question: 401(k) or IRA? https://youtu.be/DgGXZuLIDBE

By Brent Weiss, CFP®, ChFC® Brent answers your question: How can you make and keep smarter financial resolutions? https://youtu.be/5c9OWV0cK8U

By Brent Weiss, CFP®, ChFC® Brent answers your question: Can you share a list of recommended personal finance books?

By Brent Weiss, CFP®, ChFC® Brent answers your question: What are the five most important things you should know about the recent stimulus bill?