How Habits can Impact Your Finances
When people choose to eat healthier or lose weight, they know that they have to change their behaviors. That’s easier said than done, which is why weight loss programs and restrictive diets are popular. They provide a system for controlling portions, managing...
When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them
How do you get ready for a trip? What travel habits do you rely on to get around, stay safe, and still have fun? Whether you’re going across town, across the country, or to the other side of the world, what you do before you take off — and what you know while...
Why Financial Professionals Are Still Important
With the current popularity of robo-advisors, some wonder what the difference is between an algorithm and a financial professional. Robo-advisors have been able to do something that traditional financial professionals have not: allow those with limited resources to...
How to Boost Your Financial Literacy: 5 Simple Tips for Success
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone.1 Think of it as a type of financial illiteracy tax....
Charitable Giving: Doing Your Due Diligence
Donating to charities is a win-win when filing taxes. You get to help a cause you care about and can claim dedications on cash contributions. But what happens when the charity you’ve given to is fraudulent? You’ve now donated to a false entity, haven’t helped the...
How do I Start Planning for Retirement?
If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away. But it will get here quicker than you expect, and when it does, you’ll want to be prepared. And if you’re in your 40s or 50s and haven’t...
Sending Your Kids to College: What Should You Really Expect?
It’s no secret that the cost of pursuing higher education is becoming unaffordable, even for affluent families. But if you have aspirations of sending your child to college, it is possible, but there are some details to consider. According to the College...
The New Normal Retirement
It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan. Over the next few decades, as life expectancy and years in...
How Do I Know if a Financial Professional is the Right Fit?
How do you know if your financial professional is the right person to manage your life savings? It’s an important decision and choosing the person (or team) that will help you pursue your financial goals can be tough. It pays to shop around to find the right...