Family Finances
Top Reads: Education in a Post-COVID World
In this issue of Top Reads, we’ve included a number of perspectives on the changing face of education in the midst of massive disruption.
Family Finances
Resources for Parents During the Pandemic
We are now several months into the pandemic which has slowed economic activity and in-person social events. Many school districts across the country remain closed and record numbers of Americans are working from home or unemployed. While many expect schools to reopen in September, having kids at home for months Read more…
Family Finances
Top Reads: Coronavirus Resources and Support
With no clear ending in sight, the coronavirus crisis continues to unfold around the globe bringing with it a significant economic impact. In a time of uncertainty and anxiety, this month’s collection of Top Reads is intended to deliver valuable resources to support your financial and emotional wellbeing. Wealth management Read more…
Family Finances
Top Reads: Happy Holidays 2019
The excitement of the holidays is upon us! However you celebrate, we hope you’re taking a well-deserved break and spending time with family and friends. While most people look forward to the holidays, it’s not uncommon to feel a good amount of stress this time of year. Between travelling, coordinating, Read more…
Family Finances
Financial Mistakes and How to Avoid Them
No one likes to make mistakes, especially when it comes to our finances. But even the most financially savvy among us has made financial missteps over the years. In this edition of Top Reads, Barry Ritholtz explains why it’s so important to learn from our financial mistakes and move forward, Read more…
Education
Top Reads: Challenging Conventional Thinking
This week’s Top Reads are all about challenging conventional thinking in order to be successful. From saving for retirement, to beliefs about time and money, to second opinions on your portfolio, these articles may change the way you think about your finances and your business. In the personal finance section, Read more…
Education
Top Reads: Things That Matter
This week’s top reads are all about the important stuff! From how to discuss money with your children to creating healthy spending habits, while keeping your happiness at the forefront. In the personal finance section, Jonathan Clements encourages us to get off of our hedonic treadmills and work toward true Read more…
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…
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…
Education
Top Reads: Personal Finance for Students and Recent Grads
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…
Estate Planning
Top Reads: Celebrating Mother’s Day
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…
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…
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…
Family Finances
Top Reads: Rethinking Financial Decision Making
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…
Family Finances
Top Reads: International Women’s Month
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…
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…
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…
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…
Family Finances
Top Reads: The Fundamentals of Retirement Planning
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…
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…
Family Finances
5 Key Areas to Consider When You Interview Potential Advisors
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…
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…
Family Finances
What Should I Consider When Looking for a Fiduciary?
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…
Education
Top Reads: Tiny Improvements, Big Results
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…