Starting the homebuying process can be like taking a crash course in a different language, especially if you’ve never bought before. There are so many unique variables and possibilities, it’s almost impossible to have a complete grasp on the intricacies of the real estate industry as a whole. Thankfully, you Read more…
Breaking up is hard to do. Same as with a significant other, ending a long-standing relationship with your financial advisor can be complex, painful, and expensive. But lately, you can’t escape the feeling it’s just not working any more. Is it a case of “the grass is always greener” or Read more…
If you’re like most people, you might promise yourself, year after year, that you’ll really get your finances in order one day. Perhaps one day never comes because you’re not quite sure 1) what financial order really looks like and 2) who or what can help you attain this elusive Read more…
Higher-income investors and those who have become millionaires—with seven-figure investment accounts, excluding their primary home’s value—become known as so-called “accredited investors.” These investors can tap a variety of higher-risk, higher-reward investment opportunities unavailable to the general public. But financial advisors often caution with this warning: Just because you can invest Read more…
This week’s top reads are all about financial lessons, and Raghav has sourced interesting articles to intrigue and inspire you. Whether you’re saving for retirement, trying to find better ways to work by learning from others, or hoping to sell your business, you’ll find some good takeaways from the articles Read more…
This week, Raghav has a great lineup of the most-shared articles from his Twitter and LinkedIn profiles over the past few weeks. In the personal finance section, you’ll learn why a financial planner hired his own financial planner, why antibiotic resistance should change the way you think about financial planning, Read more…
This week, Raghav’s top reads are all about taxes – what the new tax reform could mean for you when filing your tax return, what you should be doing if you own cryptocurrencies and a light read on how 14 people tried to get tax breaks, but failed. We have Read more…
With the deadline for tax returns just around the corner, this week Raghav has included several articles that will help you to prepare and organize for the 2018 tax season. Find out what tax preparers recommend you do in advance of your meeting with them, six ways to simplify your Read more…
In this week’s top reads post we’ve summarized a few of the most-shared articles from GuideVine CEO, Raghav Sharma’s Twitter and LinkedIn profiles. A few topics below include how to avoid mistakes when hiring a financial planner, how to use your money to buy happiness, 30 best pieces of advice Read more…
Long ago, I learned that success in any endeavor relies on two strategies – and making smart investment choices is no different. Quite simply: Do what works Don’t make avoidable mistakes As applied to investing, I have made some interesting observations on both aspects in my now 17 years as Read more…
For grandparents who want to help with education funding, this other, decidedly less joyful aspect of schooling, the possibilities are many.
In the spirit of back-to-school season, Raghav has pulled together a reading list with tips and strategies you can use when it comes to your life and personal finances. From teaching your children about financial literacy, to the seven habits of highly effective people, to financial modelling with Excel, there Read more…
The reality of student loan debt is influencing many Americans’ ability to finance a home purchase, but new rules from lending overseer Fannie Mae are introducing new options for borrowers. Financial advisors say the flexibility is welcome, and that for many adults they make sense as part of a sound financial plan.
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.
Understanding different types of debt, how credit works, refinancing student loans, ways to start responsible spending and saving habits are all part of building a successful financial future for young adults.
You should know about these rules help prevent financial advisors from taking advantage of you.
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.
Not all college savings plans are alike and what may be good for someone else may not be good for you. We’ll cover all of the college savings accounts available to you and which may work best for your situation.
Scholarships are often a significant part of financing a child’s college education, along with financial aid, grants, and loans. Find out how college scholarships affect your taxes and if you even have to claim them on your tax return.
Financial terms don’t need to be another language. Here are six terms to increase your financial knowledge.
There are a number of different ways to save for your child's college education, but not all are created equal. Financial advisor Mike Eklund provides further detail in this "Advisor Voices" post.
Helping your child start a Roth IRA can be a great way to teach them about financial responsibility. Here is what you need to know.
The state of Delaware was the first of 13 states to ratify the U.S. Constitution, but it also has some major financial benefits if you are a state resident. Financial advisor Jim Lee goes into more detail in this "Advisor Voices" post.
Creating a budget that you stick to and prioritizing savings are two of the most important behaviors needed when building wealth. Lifestyle choices and emotional decisions, like saving for college over retirement, are two obstacles between having a healthy savings or living a leased life without savings.