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…
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…
The end of the school year is fast approaching, so this week’s top reads are all about students and financial literacy. To kick us off, Michael F. Kay reveals a surprising statistic on how many parents are uncomfortable talking to their kids about saving for college and shares some resources Read more…
With Mother’s Day just around the corner (on May 12th), this week’s top reads are all about celebrating mom, and the important female role models in our lives. In the personal finance section, Gail Marksjarvis discusses the motherhood penalty and how to close the gap, the personal finance writers at Read more…
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…
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…
You’ll find this week’s top reads helpful in many areas of your financial life. In the personal finance section, Nick Magguilli keeps retirement planning simple by focusing on asset allocation and savings rate, Ben Carlson tells us what to do when we find ourselves wishing for higher investment returns, and Read more…
In the spirit of international women’s month, this week’s top reads are about women, the wage gap, the investing gap, women planning for retirement, and female entrepreneurs. In the personal finance section, Judith Ward shares recent survey results from Forbes on the gender gap, and outlines what we can do Read more…
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…
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…
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…
This week’s top reads are all about how to avoid mistakes and minimize uncertainty. In the personal finance section, Philip Detlefs shares common investment mistakes, Travis Shepherd helps us get excited about retirement by creating a detailed plan, and Christine Benz gives us a calendar breakdown of what tax-code changes Read more…
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…
This is the fifth part of a six part series to help simplify your search for a financial advisor. Our fourth installment discussed What Should I Consider When Looking for a Fiduciary? Once you’ve narrowed down a few financial advisors that you’re interested in, its time to get to know Read more…
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…
This is the fourth part of a six part series to help simplify your search for a financial advisor. Our third installment discussed What Types of Financial Advisor Fees Should I Be Aware of? So you’re ready! You’ve thought through if you need a financial advisor and you know a Read more…
There are many great lessons and thought provoking articles in this week’s set of top reads. In the personal finance section, Ben Carlson unpacks how tiny improvements can make a big impact on our savings accounts, Nick Maggiulli shares four lessons from Leonardo da Vinci that we can apply to Read more…
This is the third part of a six part series to help simplify your search for a financial advisor. Our second installment discussed I Need a Financial Advisor – What’s Next? When you start looking for a financial advisor, one of your first questions will almost definitely be, “How much Read more…
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…
This is the second part of a six part series to help simplify your search for a financial advisor. Our first article discussed When Do You Need a Financial Advisor? There are several different factors to consider when you’re looking for a financial advisor. To focus your search, start by Read more…
This week’s top reads are all about staying in the game – with your finances and in your career. In the personal finance section: Tony Isola talks about the importance of staying in your investing lane after a recent market drop, Ben Carlson uses a basketball analogy to help you Read more…
So you’ve been thinking about your finances or investing some money, but you’re not quite sure what to do. One of the options you might be considering is working with a financial advisor. But how do you know if that’s the right call? If you say “yes” to any of Read more…
When you’re looking for the right financial advisor, it’s important to find someone you’re comfortable with and can trust. After all, you’ll be counting on them to manage your money and give you sound advice! Over the next several weeks we will walk you through how you can simplify your Read more…
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…