Advice Chaser Blog
How to Use Mobile Payment Apps
The mobile payment app revolution came without instructions. If you’re less tech savvy, it might be hard to know how to get started.
Financial Resolutions for the New Year
Here are some New Year’s resolutions to help you break out of the money grind without requiring you to follow trite old suggestions.
Does Your Nonprofit Need a Financial Advisor?
Existing as a nonprofit takes more than a good heart. You need expertise, and for that a nonprofit organization may need a financial advisor.
How to Choose Charities to Support
The end of the year is a popular time for giving. Not only is it a major holiday season for many people, but it’s also the last chance to add
How Can a Nonprofit Manage Its Portfolio?
Managing your nonprofit’s portfolio of investments is a little different from managing money for a business or an individual.
Webinar Recording: Portfolio Governance for 501c3 Nonprofits
When a charity invests their assets, it’s easy to run into pitfalls without a clear investment policy in place. This webinar addresses the importance of a comprehensive investment policy statement,
Understand Your Psychology and Invest Better
Humans aren’t always as rational as we think we are. Understanding your own psychology can help you invest more rationally.
Taxes for Military Service Members
Taxes are yet another area where those in the military have it a little more complicated than others.
Should You Join AARP?
AARP is a group with about 38 million members and a flagship magazine that’s the most widely circulated publication in the United States.
Virtual Real Estate: Is It a Real Investment?
Move over, cryptocurrency and NFTs. The next hot digital community appears to be virtual real estate.
Are Store Credit Cards Worth It?
But are these store credit cards worth it? How do they compare to an all-purpose credit card you could get through your bank?
Pensions: Defined Benefit Plans for Your Retirement
Pensions are defined-benefit plans, meaning the amount you receive at retirement is guaranteed, instead of depending on market performance.
Looking for a financial advisor?
Your financial plan is as unique as you are. We partner with businesses all over the U.S., so that we can help you connect with the right options, all at no cost to you.