Personal Finance
10 min read
06 Nov 2023
7 Key Investing Strategies When You Have $100k in Savings
Saving a substantial sum of $100,000 is indeed a commendable achievement. It represents years of disciplined saving and prudent financial management. However, it is imperative to recognize that you have only taken the first step toward achieving financial security. It is also important to ensure that your savings continue to grow. Making sure that your […]
6 min read
20 Oct 2023
How An Analysis Of Your Financial Past Can Impact Your Future Financial Planning
Navigating the complexities of personal finance demands both reflection and foresight. A deep dive into our financial history reveals patterns, offers lessons, and provides benchmarks for improvement. Each past decision, be it an investment choice or a spending habit, contributes to our current financial status. Recognizing this, it becomes imperative to understand our financial trajectory […]
6 min read
05 Oct 2023
Can you use AI to help manage your money?
In today’s rapidly evolving digital landscape, the intersection of artificial intelligence (AI) and personal finance has sparked a compelling discussion. Insights from a recent survey conducted in early July 2023 shed light on the pivotal role of AI in money management among US adults. Approximately 1,000 participants shared their perspectives on employing AI to handle […]
10 min read
04 Jul 2023
6 Financial Planning Mistakes Physicians Make
Physicians often have complex income structures that may include a combination of salary, bonuses, and income from private practice, as well as the hospitals they work for. In addition, they may earn varying amounts of money at different stages of their careers, starting from an intern to a resident and finally as a certified specialist. […]
10 min read
16 May 2023
The Link Between Financial Stress and Mental Health
The connection between financial stress and mental health has become a growing concern, especially in recent times. With the uncertain economic climate affecting several industries, there is an increasing worry about rising inflation rates and the possibility of a recession. The loss of jobs, higher costs of essential goods, and the burden of debt can […]
9 min read
21 Feb 2023
How Financial Advisors Can Help Protect Elderly Clients From Fraud
Financial abuse, frauds, and scams are common in today’s day, and age, and the elderly are the most common victims of these frauds. According to the National Council on Aging, at least one in 10 community-dwelling older adults has witnessed some kind of abuse. The elderly population in the United States is on the rise. […]
10 min read
06 Dec 2022
How Inflation Will Affect your Paycheck
Inflation refers to the increase in the prices of goods and services over time. It poses a problem because it diminishes your purchasing power and hampers the value of your money in the long run. The last few months have been catastrophic as far as inflation is concerned, with the inflation rate going as high […]
9 min read
15 Apr 2022
What are the Tax Brackets and Federal Income Tax Rates for the 2021-2022 Tax Years?
Income tax has always been a challenge to deal with financially as it eats into your capital gains and profits and makes your earnings less valuable. However, every law-abiding citizen has to pay tax no matter if they belong to the working class, have a high-net-worth, an investor, or an inheritor or beneficiary of an […]
3 min read
31 Mar 2020
Wise Financial Decisions During the Coronavirus Pandemic
With the current state of the market and society as a whole, it is easy to be confused about what moves to make next. Fortunately, there are a few simple financial tips to follow to ensure that you and your family are protected and financially stable. Following these tips may help lift the burden of […]
5 min read
08 Jan 2020
How Much Insurance Do You Need?
Insurance is a sensible way to infuse cash into your account for dealing with the adverse consequences of life. The agreement provides financial protection not only during your lifetime but even beyond. Buying an insurance policy can be seen as a sinecure. However, there are considerations you need to take note of before picking the […]
5 min read
05 Jan 2020
Tips to Improve Your Financial Literacy
In this day and age, many Americans, especially younger adults, can be classified as ‘financially illiterate’. A study conducted in the recent past states that nearly two-thirds* of Americans can’t pass a basic financial literacy test. Most of these people don’t know how to manage their finances because they were never taught how to do […]
5 min read
25 Nov 2019
Assets in Joint Ownership: Could This Be A Problem?
It isn’t uncommon for people to set up their bank accounts, properties or various other assets in a manner where they have joint ownership with someone – either a spouse or other family member, and even a friend or business partner in some cases. While many people think that this is a good, cost-free replacement […]
5 min read
08 Nov 2019
The Ultimate Guide on Budgeting and Expense Tracking
According to a survey conducted by the World Bank in 2017, America is the world’s largest consumer market in the world. This data gives us a clear insight into the country’s consumer spending behavior. The modern world presents each of us with various products and services to spend our money on. Whether it is grabbing […]
5 min read
03 Nov 2019
Are You Saving Enough?
The one advice that people often receive from parents, grandparents, mentors, and even bosses, is to save money. It is also something that we unconsciously advise people around us to follow. But, even though saving money is considered to be a universal rule, nobody really talks about how much one should save. In this ever-changing […]
5 min read
25 Oct 2019
How to Manage Your Money the Right Way
We are taught the importance of earning money from a very young age. In essence, school, college, sports, etc., are all stepping stones to make a living for ourselves ultimately. However, most people around you only guide you on how to educate yourself and then upskill yourself from time to time, so that you can […]
Find & Compare Top Financial
Advisors in your area
Get Started
Popular Posts
Categories
- Business Finance (2)
- Education Planning (31)
- Estate Planning (31)
- Financial Advisor (1)
- Financial Advisor Guide (55)
- Financial Planning (138)
- Investment Management (99)
- Personal Finance (15)
- Portfolio Management (1)
- Retirement (30)
- Retirement Healthcare (1)
- Retirement Planning (109)
- Retirement Plans (1)
- Uncategorized (4)
Subscribe to our
newsletter & get helpful
financial tips.
The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.