Financial advice from mom and dad

Top Reads: Financial Advice From Mom and Dad, What it Really Takes to Save More Money, and More

Have you read any good personal finance articles lately? Ask GuideVine CEO Raghav Sharma that question, and the answer is likely a resounding “yes!” If you’ve checked out his Twitter or LinkedIn profiles, you’ll know he’s an avid reader. We’re still not sure exactly where he finds the time – but we’re glad he does! In this post, we’ve summarized a handful of the most-shared articles from the past few weeks and hope you find …

working in retirement

Second Acts – Making the Most of Working in Retirement

Choosing to work in retirement is common, but advisors caution clients to plan carefully.

“Retirement” is a loose term — the mid-20th century idea of dismounting from a bustling career into a life of leisure no longer exists, and many adults who are “retired” continue drawing income at ages where previous generations had pulled out of the workforce.

Father's Day

5 Conversations to Have with Your Father this Father’s Day

Talking to your dad about his retirement or end-of-life plans might not be the conversation you want to have this Father’s Day. But there are important topics you both need to discuss.

Whether you’re at his favorite steakhouse or relaxing in the backyard, talking to your dad about important topics like his retirement plan or his advance directive is something you shouldn’t avoid.

investment rules

Investment Rules That Do Apply to Your Financial Advisor

From movies to television, it may seem like the stock market is the Wild West and financial advisors are cowboys. But, there are many rules financial services professionals must follow, contrary to the disproportionate attention the media gives to the few who break those rules.

You should know about these rules help prevent financial advisors from taking advantage of you.

banking on mom and dad

Banking On Mom and Dad

Many parents want to help their young adult children financially. But the wrong approach may mean grown children never learn financial independence and that parents run the risk of underfunding their own retirement.

If you’ve got adult children, should you help them financially? If you’re an adult with well-heeled parents, should you accept or resist their financial involvement? Advisors acknowledge most adults financially help their kids even after they’ve left the nest, but urge caution.

job loss

How to Financially Prepare for a Job Loss

Despite the relatively low rate of unemployment, you still have a chance of losing your job in the next year. Are you prepared?

Whether you worry about losing your job to a robot, a recession, or just regular changes at your employer, you should always be prepared to withstand a period of unemployment. But by taking the time to prepare for a future job joss, you can minimize your losses between jobs.

Tax Refund

What Are You Doing To Get The Biggest Tax Refund?

Maximizing your tax refund is about getting all the money you deserve. What if you’re missing out on key deductions or important credits?

Tax time is like a dentist visit. You just want to get through it as quickly as possible. But what if you’re missing out on key deductions and credits and hurting your refund?

college savings

7 Non-Traditional Ways to Make College Savings Less Painful and More Profitable

There are multiple ways to save for college and each has its pros and cons. Learn about seven options that are available to you and that many people don’t even think about when thinking of ways to pay for college.

College savings plans aren’t the only ways to pay for college. There are some often forgotten and some lesser known ways to have reduce your direct cost of college.


How to Protect Yourself from Inflation [Advisor Voices]

The risk of high future inflation may be one of the most important risk factors individual investors will face in their investment lifetimes. In the United States, inflation measured by the Consumer Price Index has averaged approximately 3% per year since 1926. However, the inflation rate has varied greatly over time, ranging from deflationary (nega­tive inflation) periods in the 1930s to double-digit inflation during parts of the 1970s. The challenge …