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

Top Reads: Money Revelations

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…

By GuideVine, ago
Family Finances

Top Reads: Little Money Rules

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…

By GuideVine, ago
Family Finances

Top Reads – Money vs. Life

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…

By GuideVine, ago
Investments

The Freelance Economy is Bigger Than You May Think

Self-employed workers face different risks, rewards, and challenges than their full-time counterpart--including freedom to pick and choose projects, as well as the risks of a shifting marketplace. If you’re planning to leap into the freelance economy, here’s a look at what planners and professionals in the field recommend you consider.

By Jane Hodges, 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
Family Finances

Five Signs It’s Time to Hire an Accountant

Many Americans consider tax season to be one of the most worrisome times of year--in large part because they don't know how the math will work out when they crunch the numbers on their annual return. Working with a CPA or accountant can help ease the pain--and these professionals can also provide valuable financial planning advice and business strategy so you minimize taxes owed and maximize resources.

By Jane Hodges, ago