Are You Penny Wise, Pound Foolish?
Being “penny wise and pound foolish” means carefully saving small amounts of money, but failing to keep track of the bigger picture.
Financial Goals for Your Thirties
Here are a few financial goals to consider setting if you’re in your thirties.
Financial Goals for Your Twenties
You have only so many working years to build up wealth for the rest of your life. Here are a few goals to aim for during your twenties.
Your End of Year Financial Checklist
It’s a perfect time to look back on your financial year and ask yourself what you might like to change for next year.
Webinar Recording: Preserving Your Retirement Nest Egg
If you retire with a set amount of money or a fixed income, inflation will wear away the value of that money over time. If you invest it, your nest […]
Webinar Recording: HSAs: The Secret to a Goals-Based Plan
Health savings accounts (HSAs) are usually a vehicle to save pre-tax money for medical expenses when you have a high-deductible health insurance plan. But how you use your HSA will […]
Webinar Recording: Planning for Retirement
After a lifetime of hard work, retirement is the dream of most Americans. But that golden time of your life does not happen without careful advance planning. This webinar addresses […]
Webinar Recording: Starting Over after 50: Financial Principles for Divorced Women
After a divorce, some women feel confident and ready to take over all the finances. Others feel uncertain, after years of delegating this job to a spouse. Either way, after […]
Webinar Recording: What Investors Can Do During this Period of Uncertainty Besides Staying the Course
Uncertainty can be terrifying. Most advice sums up to simply being patient and waiting it out. But what actions can investors take? This webinar addresses looking into your portfolio’s fees, […]
Webinar Recording: Dos and Don’ts of Blended Family Finances
Any marriage involves some financial adjustment, but blending two whole families gets much more complicated. Honest discussion and advance planning can help. This webinar addresses budgets, estate planning, prenups, and […]
Certificate of Deposit Strategies
Certificates of deposit can be a great way to watch your money grow, and with the right strategies, you can keep your money liquid.
What’s Your Money Management Style?
If you’re struggling, it’s probably because you’re relying on advice that doesn’t work with your particular money management style.
Making a Financial Plan
Making a financial plan might be just the thing you need to add some mile markers to the long road ahead.
Webinar Recording: How to Save for Retirement When You Don’t Feel like You Can
Saving for retirement is important, but there are always far too many more pressing expenses. But every dollar counts, and careful planning can result in a growing nest egg, even […]
Webinar Recording: Financial Literacy for Teens and Young Adults
Successful adults need to know how to navigate their finances, but very little is taught on this topic at school. That leaves parents with the task of teaching these vital […]
Webinar Recording: What’s in Your Portfolio?
At one time, the word “portfolio” mainly brought to mind stocks and bonds. These days, there are many other options, like mutual funds, exchange-traded funds, and more. This webinar will […]
Webinar Recording: Financial Planning – Behind the Scenes
If you’ve never worked with a financial advisor before, you may be curious how the process works. How will you and your advisor visualize your financial data and life dreams […]
Webinar Recording: When Do I Need a CPA and When Do I Need a Financial Planner?
Both accountants and financial planners are crucial parts of a financial team, but their areas of focus are very different. Expecting one to do the job of the other won’t […]
Webinar Recording: Beneficiary Designations – Top Ten Mistakes to Avoid
When someone passes away, their assets can be tied up for years in probate court—unless those assets are set to pass directly to a beneficiary. Assets that can transfer without […]
Webinar Recording: Why Everyone Should Have a Financial Planner
While older and richer individuals are more likely to have a financial advisor, even young people and those without high incomes can benefit. Wise management of a small amount of […]
Webinar Recording: Debt
Debt can be a trap that prevents someone from building wealth, but it can also be a tool used to propel them forward toward goals. It’s vital to learn how […]
Webinar Recording: Financial Basics Series – Understanding Risk
This webinar is the next in our series on Financial Basics and addresses risks like death, disability, loss of income, and other vulnerabilities every adult should consider especially as they […]
How Bounced Checks Hurt Your Future
Managing a checking account, or any transactional deposit account, well has far reaching effects for a person’s financial well-being.
Compound Interest
Compound interest, in its most basic form, means that you earn interest on your interest. You can save a little money and have it multiply.
The Time Value of Money
What does the time value of money mean? It means that money available at a certain time is worth more than the same amount later.
Inflation, and How to Make It Work For You
Have you ever heard stories about buying a candy bar for a nickel? Inflation is what causes your dollars to lose value over time.
Webinar Recording: Financial Basics Series – Understanding Debt
Some people are raised with the philosophy never to go into debt; others find themselves deep in debt by the time they graduate college. Used sensibly, loans can be part […]
Credit Scores
Your credit score records, in numerical form, your record at borrowing money and paying it back. Here’s how to boost yours.
Webinar Recording: Financial Basics Series – Understanding Retirement
Many younger workers aren’t saving for retirement yet and don’t know how to start. But the earlier they start saving, the longer their savings has to grow. This webinar addressed […]
Mortgage Basics
A mortgage is a loan used to buy property, which uses the property as collateral. Mortgages are usually a safe bet and can help you build wealth.
Auto Insurance Basics
Auto insurance is one of the most necessary types of insurance to buy. But you should thoroughly research your options.
How to Make a Budget That Works for You
The first step of any financial achievement begins with a budget. Until you are in control of your spending, it’s almost impossible to save.
Moving
Americans are highly mobile, moving an average of every five years. Some move across town to a better neighborhood; others clear across the country or the world. Relocating is exciting. […]
Five Questions to Ask Before Buying a Home
Five Questions to Ask Before Buying a Home Buying a home is a financial goal for many Americans. But it’s hard to say when is the right time to make […]
Financial Literacy: You’ve Got the Power to Build Your Umbrella
Increasing your financial knowledge can change your life. Do you work hard, but still don’t have enough money? Do you try to make careful decisions about your earnings, but […]