Millennials often get a bad reputation for being behind in their professional endeavors. A stagnant economy in the late 2000s led to many not starting their careers off on the right foot. But, with the economy recovering and the average millennials are now in their mid-to late-20s, this demographic is starting to settle into their profession and accelerate in their careers. More >>
How much do you really know about taxes, saving, investing, managing credit and other vital matters of your personal finance? Test your knowledge with this quiz. More >>
What would you ask them? What would you hope to learn about being a successful financial professional? More >
Money is very personal. Most planners say the key to financial marital bliss is being able to have an honest conversation about expectations and goals. Putting that philosophy into practice, it can be difficult. More >>
According to statisticbrain.com, the third most popular resolution for 2017 was making better financial decisions. If your goal is to become a better steward of your hard-earned money, what does it take to improve your odds of succeeding once you decide to make some positive financial changes? More >>
Asked to come up with a topic that is both intriguing and exciting, most people would not place life insurance at the top of the list. Whether this negative perception is due to its reputation as being boring or to the unease created by an association with facing one’s mortality, there is no doubt that life insurance is one of the most maligned financial products. More >>
If you’re engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. Specific rules may vary depending on the asset, transaction or expense but generally, you want to make sure that your electronic records are as accurate (and legible) as your paper records and easily accessible.
From tax documents to employee benefits, here are some tips on what documents to toss or save. More >>
Parents of young children usually have more places that their money needs to go than they have funds to cover every current and future obligation. You can help them sort out where to put each and every dollar each month so that short-term concerns are addressed, yet long-term goals are still achieved. Here’s how parents should distribute their income on a month-to-month basis and how to save for retirement (and college) along the way. More >>
It simply means that money and wealth are just numbers on a ledger; they are nothing without a purpose attached to them.
In retirement, that purpose is different for everyone. But remember, this is not about rate of returns. Instead, the question is, “What do you want the wealth you have accumulated to do for you in retirement?” More >>
With the start of a new year, new semester or any new phase in life, discussing how to lay the groundwork for a stable financial foundation is a vital conversation to have with your children. The topics below are often forgotten, but critical to cover with your kids when discussing life in the “real” world. More >>