What Does a Financial Planner Actually Do? (Beyond Investments)

When people search for a financial planner, they often assume the role is primarily about investments — choosing portfolios, managing markets, and tracking performance. In reality, investment management is only one part of comprehensive financial planning. A financial planner helps individuals and families make informed financial decisions so their money supports the life they want… Read More What Does a Financial Planner Actually Do? (Beyond Investments)

January 15, 2026 Keith-WeissLeave a comment

6 Questions You Should Be Asking When Hiring a New Financial Planner

The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners should provide short- and long-term expectations with the same portfolio, which can be quite an undertaking. The value of the planner is that he or… Read More 6 Questions You Should Be Asking When Hiring a New Financial Planner

February 19, 2025 Keith-WeissLeave a comment

Rule of Thumb: The 50/20/30 Budget Rule

Budgeting has long been known as a key way to ensure your expenses don’t outweigh your income. However, despite its benefits, only about one-third of Americans and one-half of Canadians maintain a household budget.1,2 While the reasons for this vary, one could argue that a lack of financial education in our grade school years could potentially… Read More Rule of Thumb: The 50/20/30 Budget Rule

April 5, 2024April 5, 2024 Keith-WeissLeave a comment

Budgeting: 7 Ways to Save on Groceries

If you’ve found yourself struggling financially recently or worried about spending, one way to start saving right now is by cutting back on reoccurring expenses – like grocery costs. Food is, of course, a necessity. The problem is, it’s easy to spend more on groceries than you have to – especially if you’re purchasing without… Read More Budgeting: 7 Ways to Save on Groceries

November 8, 2023April 5, 2024 Keith-WeissLeave a comment

Personal Budgeting Software 2023

Creating a budget is an important pillar of your overall financial success and security. Whether you are running a business or a household, it allows you to oversee and better understand whether you have enough money to pay your expenses. In today’s economic model, the individual is responsible for securing their own retirement, therefore it… Read More Personal Budgeting Software 2023

March 8, 2023March 9, 2023 Keith-WeissLeave a comment

Closing the Behavior Gap: Building a Bridge Between Investing & Financial Planning

“It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From increasing our budget mindfulness to taking a steadier approach to investing, Richards has drawn attention to how our unexamined behaviors and emotions can be to our detriment when it… Read More Closing the Behavior Gap: Building a Bridge Between Investing & Financial Planning

March 3, 2023March 3, 2023 Keith-WeissLeave a comment

2023 Financial Planning: Your Key To-Do List for the New Year

Are you prepared for 2023? From soaring inflation and rising interest rates to the ongoing effects of the pandemic and war in Ukraine, we can expect the economic landscape to remain predictably unpredictable for the foreseeable future. And Mr. Market doesn’t like it when it’s foggy. While there’s not much we can do to influence the… Read More 2023 Financial Planning: Your Key To-Do List for the New Year

December 20, 2022April 5, 2024 Keith-WeissLeave a comment

6 Hidden Costs of Home Ownership

Homeownership is a big part of the American Dream. But buying, owning, and maintaining a place of your own may come with unexpected costs. Most people focus on the financial benefits of homeownership. Your monthly mortgage payment may be the equivalent of (or sometimes even less) than your rent. As you pay your loan, you… Read More 6 Hidden Costs of Home Ownership

December 15, 2022February 19, 2025 Keith-WeissLeave a comment

Keith Weiss CFP®

Certified Financial Planner®

Tag: Budgeting