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
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…

By GuideVine, ago
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…

By GuideVine, ago
Family Finances

Top Reads: Principles Before Process

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…

By GuideVine, ago
Family Finances

Top Reads: Behavioral Finance

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…

By GuideVine, ago
Family Finances

Top Reads: Purposeful Spending

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…

By GuideVine, ago
Family Finances

Here Are the Retirement Resources LGBT Boomers Should Share with Their Financial Advisors

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…

By John Schneider, ago