2 mins read

Invest in the Future With Crowd-Funded Student Loans

What can you buy with $25? A shirt at the mall? Sushi dinner for one? How about an education for students from third-world nations? Vittana is a groundbreaking not-for-profit organization that makes loans for higher and vocational education for students in third-world countries through a first-of-its-kind online microfinance discipline and a global awareness initiative. In short, it inspires investments in impoverished students through an online social connection, which means anyone can be a lender.

3 mins read

How to Build Your Child’s Investment Portfolio

Although most parents are financially savvy enough to save for their retirement, saving for their children sometimes takes the back burner. With limited cash on hand and the feeling that the children will be young forever, most put off building a substantial investment portfolio for their child. But with government incentives and expert advice, there are some great options to help you save for your child. Follow these five steps to get on the right track.

4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?