Working with other people’s money needs skill, integrity, and trust. To build trust and ensure brokers and financial advisors have the necessary skill, the Financial Industry Regulatory Authority (FINRA) has designed standards of practice and licensing procedure for financial sector workers. This video outlines different types of licenses an advisor should hold. Each license requirement […]
Money is not easy to save when we are having to pay for food (i.e. groceries and eating out costs), shelter (i.e. mortgages or rent), clothing (i.e. a winter coat), and transportation (i.e. subway/metro fare, and/or a car and gas for the car). Likewise, if you have children, you already know that the amount of money in your bank account or savings account might not be as much as you’d like it to be right now.