Financial Planning
Here are 5 uncomfortable truths about retirement — that you really need to hear. (Especially if you want to call it quits early)
Retirement is the quintessential American dream. While some may fantasize about wealth and fame, the ultimate goal for many is financial independence, allowing them to enjoy life without the need…
Read More8 Signs You’ve Jumped From Middle Class to Wealthy
The middle class has been on a steady decline since 1971, yet in 2021, approximately 50% of Americans still fit this category, as per the Pew Research Center. While defining…
Read More‘Automatic Millionaire’ Author David Bach: My Main Advice for 2023 Is Still This — Pay Yourself First
As we approach the final months of 2023, have you managed to prioritize paying yourself first this year? It’s not too late to embrace this valuable financial habit. In a…
Read MoreWhy You Should Always Print Your Boarding Pass
Window or aisle? Carry-on or checked bag? The travel choices are endless, and that includes how you handle your boarding pass. While mobile boarding passes are convenient, airline insiders recommend…
Read More4 Financial Tasks You Shouldn’t Put Off
A common thread running through our confessions was the neglect of essential financial tasks due to perceived dullness or time constraints. Discover how even the mundane can become intriguing when…
Read MoreTravel Insurance Is Confounding. What to Know Before You Buy It.
An escalating concern for travelers is the potential disruption of their plans due to various unforeseen incidents. Recent events like the Maui wildfires, resulting in the devastation of Lahaina, underline…
Read MoreHiring a financial planner? 3 things they don’t want to hear from you.
The initial call to a financial planner can be daunting, as seeking help often is. Ensure a positive start to your relationship by sidestepping opening lines like ‘I retired last…
Read More3 Reasons to Buy a Dashboard Camera for Your Car—and 4 Reasons Not to
The trend of installing security cameras in cars to prove innocence in accidents or deter trespassers is on the rise among Americans. However, it’s a decision that requires careful consideration.…
Read More7 Things a Financial Advisor Says to Do with Your Money Before 30
Even if retirement is years away, starting to save now is essential for its enjoyment. While immediate expenses often take precedence, financial advisors offer crucial guidance for those under 30,…
Read More‘Now is not the time’: Suze Orman warns these 5 financial blunders will set you back in a big way — here’s how to ‘be strong’ with your money
For decades, renowned personal finance author and television personality Suze Orman has been a guiding force, motivating Americans to make wiser financial decisions and steer clear of significant monetary pitfalls.…
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