What do you think is the most common problem people have in the process of building wealth? Read more…
Estate Planning: Not Just for the Old and Rich
While executing an estate plan might not be at to the top of your to-do list, it’s one of the most important pieces of your financial plan. I’ll admit, it took me expecting my first daughter to get my estate plan in order—but hopefully this post will motivate you to get your estate plan in place, Read more…
Is Life Insurance for You? 3 Questions to Ask Yourself
When our first son was born, I insisted that my husband and I purchase our first life insurance policies. The topic of life insurance can be overwhelming—and not just because it involves dealing with your own mortality. Everyone’s personal situation is different, so the need and timing for life Read more…
How to Plan for College Costs: A Roadmap
Whether you’re a parent, grandparent or student, the phrase “college tuition” comes with some degree of sticker shock. The good news is that it becomes much more manageable when you create a roadmap and plan ahead. Read more…
3 Times You Shouldn't Roll over Your 401(k)
Financial advisors are quick to encourage individuals transitioning into new jobs or who are near retirement to roll their 401(k) account into an IRA. But is a rollover always your best option? While it’s a popular move, that doesn’t mean it automatically makes sense for everyone. Read more…
Transitioning Your Business? Consider These Questions First
Like most major life decisions, the choice to exit your business should not be made alone. Read more…
Women in Charge: How Education Empowers Us
Guest post by Susie Mathias, financial planning intern Read more…
Why Market Prediction Is Harder than You Think
Imagine The Wall Street Journal ran a contest for its subscribers in which each subscriber viewed 100 photos of various men and women. To participate in the contest, each subscriber must pick the six most attractive people. The subscriber that choses the photos voted for most often will win $1 Read more…
How I Spent $50 to Save $2,000
I’m sure you’ve noticed there’s a common formula behind most “easy ways to save money” articles. It goes something like this: Read more…
