financial advice
Latest
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4 ways the ‘Kiddie Tax’ can work for you and your family
The Kiddie Tax prevents parents from shifting securities to their kids, but some income-shifting strategies are still available and can save a lot over the course of years. Two wealth advisers explain.
1 month ago -
6 ways fathers can build healthy money habits in their children
By integrating money lessons into everyday actions with their families, fathers can support a positive relationship with money while providing basic financial management skills to their children.
3 months ago -
3 big tips for women who travel
Women are traveling more than ever and taking solo trips in greater numbers each year. Before stepping onto the plane or getting behind the wheel, here are a few tips for safe travels.
3 months ago -
9 easy ways to save $500 more per year for retirement
These financial tips will help you put away more money in your retirement savings with just a few small changes to the way you save and spend.
7 months ago -
4 steps to practicing intentional wealth
As we approach the year’s end, it’s a great time to reflect. Take this time to review your financial goals and make plans to do better next year.
9 months ago -
5 issues women face in their finances as breadwinners
Women are increasingly earning more money and significantly contributing to their household income. Here are a few ways their financial issues may be different as breadwinners.
11 months ago -
20 wealth-building terms women should know
Financial jargon is difficult to understand, so here are some translated them into more user-friendly language.
1 year ago -
More than money: Understanding all the dimensions of wealth key to managing finances
Many people rely on financial advice designed for the masses without considering the dimensions that make them distinct and unique in their financial needs.
1 year ago -
Getting married? Not so fast on merging those accounts
It is peak wedding season, and couples are anxious to merge their lives, but don’t be in a big hurry to merge your financial lives right off the bat, especially if one of you has some blemishes on your record.
1 year ago -
How to protect inheritances for future generations
There are many “what ifs” to consider when giving an inheritance. How do you make sure your wealth gets distributed in accordance with your intentions?
1 year ago -
Tips for ‘spring cleaning’ your finances
Spring is the perfect time to rejuvenate your finances. Look at rebalancing your portfolio, checking up on your credit score and setting some new financial goals for yourself.
2 years ago -
How to talk to your mate about money — and keep the romance alive
To keep the romance alive, here are a few hot tips to encourage money conversations with less drama.
2 years ago -
Top 10 money mistakes women make
As wealth adviser Nina Mitchell points out, it’s never too early or too late for women to be more focused and intentional about their money.
2 years ago -
Holiday gift ideas that build financial knowledge
A holiday gift of financial education will last longer than a gift card or a fruitcake (OK, maybe not a fruitcake) and pay off for the rest of the recipient’s life. An area financial adviser shared her recommendations for some great choices.
2 years ago -
Tips for creating and sticking to a cost-saving holiday budget
Much like Santa Claus, money coaches say if you want to save some money this holiday season, your gift lists should be checked twice.
2 years ago
