by Allie Kosela | Oct 25, 2017 | Budget, Family Finances, Housing, Investing, Love and Money, Money
October is Financial Planning month. What better way to celebrate all things finances than to highlight some amazing people we have worked with over the years at New School of Finance? This October we will be shining our spotlight on some fab folks who have...
by Shannon Simmons | Mar 7, 2015 | Family Finances, Investing, Money, New School Thinking
There are so many different words floating around out there to convey someone who helps you with your money. Here are some – by no means all – that you may be familiar with: financial planner, financial advisor, investment advisor, money coach, fund...
by Shannon Simmons | Aug 12, 2014 | Family Finances, Investing, Money, Video
Get motivated to save for Retirement!
by Shannon Simmons | Jun 11, 2012 | Investing, Living Life, Money, New School Thinking, SEECHANGE magazine Post
Guest Post I wrote for SeeChange Magazine Community bonds offer a new asset class for investors, but what are the pros and cons of this social investment option? A Play A nonprofit/social enterprise walks into the bank. Nonprofit/Social Enterprise We’d like to...
by Shannon Simmons | Apr 18, 2012 | Investing, Money
Most first-time investors purchasing mutual funds know that the price tag of a fund is the MER – the Manager Expense Ratio – but time and time again I hear horror stories from clients who had no idea their mutual funds also came with Deferred Sales Charges...
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