Education

Top Reads: Finding Balance

So much of the financial media is focused on more: increasing investment yields, growing net worth, saving as much as possible for retirement. And while these are well-intentioned pursuits, it’s important to maintain a sense of balance in financial matters, or face consequences such as burnout or neglecting other important Read more…

By GuideVine, ago
Family Finances

Top Reads: Happy Money

In this week’s Top Reads, we look at the relationship between money and happiness. In the personal finance section, Sam Horn uncovers the fear that many people associate with retirement and shares how to overcome it, Tony Isola explains how you can use your money to ‘buy’ happiness, and Robert Read more…

By GuideVine, ago
Education

Top Reads: Kids and Money

In this week’s top reads personal finance section, we’ve chosen a theme of kids and money, with some tips about teaching them financial skills and making the most of financial gifts during one’s lifetime and after, via the estate. In the personal interest section, the articles are about hiring kids Read more…

By GuideVine, ago
Family Finances

Top Reads: Tax Tips

With the upcoming 2018 income tax deadline, this week’s top reads are full of tax tips to help you get the most out of your tax return. In the Personal Tax Tips section, Eric Roberge helps us to determine whether we should hire a professional to file our taxes or Read more…

By GuideVine, ago
Estate Planning

Top Reads: Retirement Planning

This week’s top reads cover a range of topics, from retirement planning for women to market disruption. In the personal finance section, Morgan Housel explains why time horizon works, Russ Thornton tells us how to create a retirement savings goal, and Amber Kelly writes about why retirement planning is different Read more…

By GuideVine, ago
Estate Planning

Top Reads: The Biggest Returns

This week’s top reads include articles with insightful information—you will be better equipped for market volatility, retirement, and business leadership for having read them. In the personal finance section, Morgan Housel packs in-depth information on efficiency and conservation into one fantastic article, Cullen Roche explains how patient investors are doing Read more…

By GuideVine, ago
Estate Planning

Top Reads: Giving it Away

The theme of this week’s top reads is giving, whether you are transferring wealth and assets to your heirs or giving back professionally. In the personal finance section, Lisa Brown shares how to plan your estate distribution depending on the age of your heirs, Chris Taylor talks about the $68 Read more…

By GuideVine, ago
Family Finances

What’s the Deal with Robo-Advisors?

This is the last article of a six part series to help simplify your search for a financial advisor.  Our fifth installment discussed 5 Key Areas to Consider When You Interview Potential Advisors “Robo-advisors” are online investing platforms that provide automated portfolio management services based on algorithms that combine your Read more…

By GuideVine, ago
Education

Top Reads: Asking Good Questions

This week’s top reads collection has something for everyone – from startups to retirement planning. In the personal finance section, Michael F Kay shares how asking good questions can help us work through the bugs in our financial lives, Andreas Coombes shares interesting study results about retirement, and Ben Carlson Read more…

By GuideVine, ago
Family Finances

Top Reads: Principles Before Process

This week’s top reads are about the guiding principles behind financial decisions. In the personal finance section, Tadas Viskanta of Abnormal Returns discusses the importance of a written investment plan, The Accumulator shares why you need to define your investment goals, and a Forbes article outlines the most common mistakes Read more…

By GuideVine, ago
Family Finances

Top Reads: Behavioral Finance

This week’s top reads are primarily focused on the role of behavioral economics in our financial lives. In the Personal Finance section, David Gal dives into the reasons the field of behavioral economics has become so popular, Robin Powell interviews Greg Davies on overoptimism and overconfidence and their impact on Read more…

By GuideVine, ago