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…
If your husband just passed away, you might be lost for what do next, especially when it comes to your personal finances. The big question you might have in your mind is whether you have enough to live on. “Nobody is thinking about that until an altering event happens,” says Read more…
This week’s top reads articles have a sharp focus on the realities of retiring. In the personal finance section, Bob Seawright discusses the importance of listening to our loved ones’ financial advice as we age, Jeff Bush shares how to transition mentally into the retirement phase of your life, and Read more…
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…
This week’s top reads are all about purposeful spending and saving your money mindfully. In the personal finance section, Blair duQuesnay encourages us to evaluate whether we are spending purposefully and in such a way that brings us joy. Michael Kitces talks about how to save for retirement when there Read more…
“What makes money different for LGBTQ people than for everyone else?” This is a common question we get when talking with the general population about money. The fundamentals of money are the same for everyone, regardless of sexual orientation or gender identity. It’s the same for men and women. Money’s Read more…
A few weeks ago, Aretha Franklin died. Her passing made headlines, as the Queen of Soul had only recently been diagnosed with cancer. Her death only became news because she left behind no will, despite having millions in assets and multiple children. Last year, Prince died, also without a will. Read more…
This week’s top reads articles are all about challenges and strategies to help you work through them. In the personal finance section: Carl Richards provides three ways you can protect your most valuable investment, Tim Maurer suggests 10 places to put your extra dollars and Mark Miller shares data from Read more…
Most investors know that financial advisors can do more than just help them populate and manage an investment portfolio in preparation for retirement, set up estate plans, and value your assets and risks. But it’s often not until a client mentions a strange situation they’re in that they learn just Read more…
With even the youngest Baby Boomers entering their mid-fifties and the oldest entering their mid-seventies, Baby Boomer retirement is a popular topic in financial circles today. However, for the Baby Boomers who are LGBT, retirement often looks different than the picture of that straight, white couple walking their golden retriever Read more…
This week’s top reads collection is diverse and packed with useful information for financial advisors and entrepreneurs alike. In the personal finance section, Carl Richards shares why money is so emotional, Ben Carlson lists 10 money revelations he’s learned from having children, Michael Batnick discusses capitalism and how times are 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…
This week’s top reads are full of personal finance inspiration and juicy nuggets of information. In the first section we have simple phrases to stimulate deep thought, insight on what helps and hurts investment returns on any portfolio, and how financial planning can help even those that have achieved financial Read more…
The hope of marriage is that it brings two people together as one, but that math can sometimes be expensive as many recently married, same-sex couples have learned since June 2015. If you’re a couple with an income gap, here’s what you should know before getting married. Here are also Read more…
This week’s top reads dive deep into our drive to save money and how becoming consumed by that can take its toll, leaving us wealthier, not happier. The personal finance section includes a comprehensive article on retirement and why we delay, histories of misers and the fortunes they left behind Read more…
If you’re looking for advice when it comes to planning your financial life, you’re not alone. According to the United States Bureau of Labor Statistics jobs for financial advisors will grow at a “much faster” than average pace of 15% between 2016-2026 . What’s more is that U.S. News and Read more…
This 4th of July, Americans will raise a toast to our country’s democracy—and to the military members who risk their lives to protect it. While military members plot and strategize to keep civilians safe, there’s one area where they need unique assistance: Financial management and planning. For enlisted military servicemen Read more…
This week’s top reads articles are on the subject of talking about money – with our children, our aging parents, and our spouses. Money is an important topic, one that is often met with conflict and difference of opinions between loved ones. The articles below will help you to navigate Read more…
Did your advisor switch teams in June 2015? Meaning, did they start treating their LGBTQ clients like everyone else? The reality is that each of us has unique financial concerns. Thus, we all need someone who can address our individual needs and concerns about the future. If you are an Read more…
Happy Pride Month! Much like the holiday season, we always anticipate Pride Month and it’s always fun. Also, like the holiday season, when Pride is over we usually want to get back into our routine and on track with our money, health and life goals. Because money affects every aspect 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…
Our dads teach us a lot. For many of us, they’re the ones who show us how to ride a bike, how to mow a lawn, how to use a power tool. Some of them become our coaches, showing us how to weather losses and celebrate victories, how to work Read more…
Managing your money is not rocket science. Many argue that much of it is just common sense. And so much has been written, broadcast, and podcast about it that you’d think any reasonably intelligent person could figure out the rest. So why would anyone – much less a CERTIFIED FINANCIAL Read more…