Being “penny wise and pound foolish” means carefully saving small amounts of money, but failing to keep track of the bigger picture.
Here are a few financial goals to consider setting if you’re in your thirties.
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.
It’s a perfect time to look back on your financial year and ask yourself what you might like to change for next year.
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 […]
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 […]
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 […]
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, […]
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 […]
Certificates of deposit can be a great way to watch your money grow, and with the right strategies, you can keep your money liquid.
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 might be just the thing you need to add some mile markers to the long road ahead.
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Managing a checking account, or any transactional deposit account, well has far reaching effects for a person’s financial well-being.
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.
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.
Have you ever heard stories about buying a candy bar for a nickel? Inflation is what causes your dollars to lose value over time.
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 […]
Your credit score records, in numerical form, your record at borrowing money and paying it back. Here’s how to boost yours.
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 […]
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 is one of the most necessary types of insurance to buy. But you should thoroughly research your options.
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.
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 Buying a home is a financial goal for many Americans. But it’s hard to say when is the right time to make […]
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 […]