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
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
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
Education

Top Reads: Avoiding Stupidity

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…

By GuideVine, ago
Estate Planning

4 Insights into Understanding Sudden Wealth

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.

By Jane Hodges, ago