Each generation has unique experiences, lifestyles, and demographics that influence their buying behaviors, financial experts say. And studies show these distinguishing factors often
- Matthew D. Edward
Your Guide to Celebrating World Financial Planning Day
Dave Humphrey sits down every quarter with his wife, Stacie, to update her on the family’s finances. They cover everything from where key documents are stored to the plan for when
- David Gargaro
Thinking outside the box: Fixed Income Planning
Risk can be a scary word for some investors, especially when it comes to their retirement portfolios. People don’t mind risk when the market is going up, because higher risk typically
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Aug 28, 11:47 am
What Buying Habits Tell Marketers About Each Generation
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Aug 16, 03:47 am
Your Guide to Celebrating World Financial Planning Day
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Jul 02, 16:13 pm
Thinking outside the box: Fixed Income Planning
It is a common misconception that a 20 percent down payment is required to buy a home. Advice to wait and save a large down payment is often based on the theory that the cost of
Trying to make ends meet, dealing with credit card and student loan debt and paying unexpected bills while saving for retirement can be challenging regardless of where you are in life.
Mary and Pete saved every penny for retirement. They never went on vacations, they rarely went out to eat, and they lived a frugal lifestyle secure in the knowledge that when they retired, they
- Charisse Mackenzie
Should You Borrow From Your 401(k)? Here Are Some Of The Pros and Cons
It’s nice to have a 401(k), but how helpful or damaging is it to dip into your retirement savings to cover an unexpected expense, to pay down a deluge of debt, or to make a major purchase?
Economic forecasts for 2019 haven’t been the most glowing, and that has plenty of people worried about what a weak economy could mean for them personally, from job losses to a hit to
- Matthew D. Edward
Bad Guys Never Follow the Rules
No amount of regulation can stop a determined cheat from preying on unsavvy investors. Here’s what several firms are doing to educate new investors on how to keep their money safe from
- Stash J. Graham
With Interest Rates Rising, Where Should You Invest?
Everybody has an opinion about where the economy is headed, but at least one variable has been pinned down – the Federal Reserve will continue to raise interest rates into the foreseeable
- Steven Selengut RIA
What Your Father Never Told You About Income Investing:
One of the biggest mistakes investors make is to ignore the "income purpose" portion of their investment portfolios... many don't even realize that there should be such a thing.
- Steven Selengut
Stock & Bond Market Corrections Are Beautiful Things ... If
Over the past 40 years, there have been several major market corrections, and a significant number of (smaller) "opportunity" providers.
- Matthew D. Edward
Money won’t buy happiness, but it can buy peace of mind
“Happiness is not something ready-made. It comes from your own actions.” The Dalai Lama said these words in response to a question about how to find true happiness in life.
You Don’t Want to Run Out of Income Before You Run Out of Life. Some people don’t know how to turn their money into a lifetime income stream.
- Jane Meggitt
Avoid Making Emotional Money Errors
Clients Must Depend On and Trust Their Financial Planners. If you climb into a Porsche or Corvette, you feel you could drive fast, and you just might do so.
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