Financial Planning
Writing your will is ‘not just a question about finances,’ expert says. Here’s why it’s a crucial task
Writing your will may not seem urgent, but it should be a priority. A recent survey by the Center for Retirement Research at Boston College found that only 34% of…
Read More8 Smart Things to Do When You’re Broke
When funds are low, these strategies can help you bounce back quickly. With inflation rising, many find themselves with an overdrawn bank account, late rent, and two weeks until payday.…
Read More4 Financial Tasks You Shouldn’t Put Off
Amy Arnott recently shared her biggest financial mistakes, highlighting a common theme of neglecting financial tasks due to busyness or finding them boring. If you have similar tasks on your…
Read MoreHow to save for retirement when you’re in your 30s
Entering your 30s brings increased responsibilities, from purchasing your first home to expanding your family. With the addition of marriage, a mortgage, and the costs of raising children and pets,…
Read MoreHow to Plan for a Potential Inheritance
Prepare for the inheritance wave! Millennials and Gen Xers are set to inherit an astonishing $84.4 trillion between 2021 and 2045, as baby boomers pass on their wealth. Surprisingly, it’s…
Read MoreWarren Buffett warns there’s only 1 way a ‘smart person’ can go broke — are you making this big financial misstep?
Discover the startling financial realities faced by over 60% of Americans living paycheck to paycheck, as revealed by PYMNTS. Dive into the latest data from the Federal Reserve, exposing the…
Read MoreI’m a Financial Advisor: Here Are 9 Retirement Planning Tips for Freelancers
Freelancers face distinct challenges in retirement planning, lacking traditional employer benefits like sponsored retirement accounts and HR support. With fluctuating incomes, saving consistently for retirement can be challenging. Financial advisors…
Read MoreWomen need different financial plans – Here are 4 key steps to take
Women face unique financial challenges, from the gender pay gap to career interruptions for caregiving, which can impact retirement savings and Social Security benefits. However, with the right tools and…
Read More‘The bank is watching you’: This is what happens when you deposit too much cash into your bank account
Many Americans feel like “Big Brother is watching” when they deposit or withdraw large sums from their bank accounts. Alexis and Dean, a couple running a financial advice start-up, addressed…
Read MoreTrump Era Tax Cuts Are Expiring: 4 Ways Your Household Budget Will Take a Hit
Inflation’s financial strain is compounded by recent tax law changes, with both enacted and expired laws expected to raise taxes. The June 2023 Fiscal Responsibility Act establishes new spending limits,…
Read More