sandwich generation

Top Reads: Elder Care for the Sandwich Generation

This week, Raghav is sharing some important advice for those who find themselves among the steadily growing sandwich generation. Currently just over one in eight Americans aged 40 to 60 are raising a child while caring for an aging parent. This may not be an easy dinner table topic, but it’s important to prepare yourself as the aging population continues to increase. If the subject of caregiving does not resonate …

back to school shopping

How To Contain Your Back To School Shopping Costs

You want your children to arrive at school prepared to learn, and purchasing clothing and supplies each year is a part of that effort.

Many schools send parents lists of supplies they need to buy that can be generous to say the least. But rather than blindly follow this list, it can pay to reach out to your child’s teacher to clarify which supplies are truly necessary and which are just nice to have.

job promotion

The Financial Cost of Your Job Promotion

Congratulations on your job promotion! Now let’s find out what it means for you financially and how you can make the most of your increased income.

If it’s not managed correctly, a job promotion can hurt you more financially than if you never got the promotion at all. Find out what to expect from your promotion and how to make the most of it to improve your quality of life and financial security.

risk taking behavior

Top Reads: Risk Taking Behavior, Hindsight, Behavioral Finance and the 2017 Total Solar Eclipse

This week, Raghav has compiled a list of interesting personal finance articles, most of which are related to risk taking behavior in finance. For more articles like this, check out Raghav’s two previous Top Reads articles here and here. Personal Finance Articles Take More Risk in Life and Less in Investing A group of financial planners was asked one of George Kinder’s famous three questions: if you were told that …


The Top Ten Mistakes People Make in Retirement [Advisor Voices]

Avoid these top ten mistakes in retirement with the help of advisor Mark Silverman.

Our clients, amongst other things, want to be assured that they will be able to achieve their retirement goals. We have developed and refined a process that puts the pieces of their financial puzzle together, as their lives unfold and their needs evolve.  Since we work primarily with affluent retirees and professionals who are within 10 years of retirement, I have compiled a list of the top ten mistakes people …

financial performance

The 6 Step Mid-Year Financial Performance Checkup

Learn about 6 steps to take when assessing your financial performance during the first half of the year and getting geared up for the second half.

Summer is a busy time for many of us. While some things on your to-do list might get pushed to the side, your mid-year financial checkup shouldn’t be one of them. Set aside some time to sit down and look at how your financials have performed during the first half of the year. Make any required changes and you’ll be on the right path for a strong finish to 2017.


Top Reads: Behavioral Economics, Saving for Retirement, and Avoiding Overcommitment

This week, Raghav has compiled a list of great reads, most of which examine behavioral economics and how it affects our financial decisions, the way we live our lives and how it can mean the difference between failure and success. For more articles like this, check out Raghav’s two previous Top Reads articles here and here. Personal Finance Articles How Much Money do you Need to Retire? Have you heard …

sudden wealth

4 Insights into Understanding Sudden Wealth

Inheriting money or scoring a large one-time payment forces big decisions.

A death in the family, the sale of a start-up company in which you have stock, or an outsized profit on a home sale can put sudden and significant wealth into your hands. When this happens, it’s important to know what to do first. Since sudden wealth is financially complex, finding an advisor who can help navigate this is an important starting point.

emerging affluent

How to Keep Emerging If You’re Emerging Affluent

The continuation of your financial success is contingent on your financial decisions. This is how to continue emerging towards affluence.

To stay emerging affluent and to reach affluent, requires intentional living and spending. We know this very well because we made the conscious choice to go from spenders to savers and investors and we continue to make this conscious choice every day.