Written by: Amanda Schiavo | In your career as a planner, you’re bound to meet a character or two. Plus, when you consider the unique bond that develops in an advisor-client relationship, it makes sense you will field some, well, unorthodox requests from clients from time to time.
Scroll through the following list to see advisors' favorite anecdotes on baffling, funny and just plain strange queries.
With heavy financial burdens like student loans, rent, credit card payments and more, starting “adult life” on the right foot can feel impossible for many Millennials and Gen-Zers. These generations often receive conflicting advice about how to achieve financial stability: Some experts urge them to pay off their debts as quickly as possible, while others tell them to start building their retirement nest egg while they’re young.
While both paths are valid, it shouldn’t be one or the other. Instead, it’s important to create a strategic financial plan that addresses both short-term debt and long-term savings. Below, the experts of Forbes Finance Council share their advice for young professionals seeking a healthy balance.
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Thanksgiving – with its juicy turkey, rich side dishes (scalloped potatoes, anyone?), and an array of desserts—isn’t the most health-conscious holiday. But neither is the day after Thanksgiving. Black Friday is one of the biggest consumer holidays of the year, with hoards of people lining up in the middle of the night to score deals on everything from clothes to cell phones to TVs. A spending frenzy won’t have the same immediate impact on your body as multiple slices of pumpkin pie. But, there’s no denying the strong link between financial and physical health. Here, we explore how your finances affect your health and how you can get a better handle on your money—and health—in the process.
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