Search Results for: financial investments
3 Financial Steps to Take Before Year-End
A new year is quickly approaching and that means a fresh start. Among the most common new year resolutions, money goals often take the lead. In fact, the 2020 New Year Financial Resolutions Study by Fidelity Investments found that 67% of respondents made a financial resolution including saving more, paying down debt and spending less.…
6 Things You Should Never Say To Your Financial Advisor
Are you looking to get your financial house in order? Market volatility is real, and it’s projected to get worse before it gets better. Retirement planning, reviewing your investing strategy, and setting up an emergency fund can be a lot easier with a pro. In our Millennial Study, we found that the majority of those we…
How Modern Moms are Taking the Lead in Financial Planning
Many of us grew up in a household where Dad was the breadwinner and Mom was a homemaker. Such was our social culture at the time. Men controlled all the money and gave a household allowance to their wives. But that meant that women had the real power when it came to purchasing decisions.
Maximize Your Money: Smart Moves for Your Tax Refund!
Excited to see that money coming into the bank account? Already thinking about how to spend it in advance? It's important to recognize that receiving a tax refund isn't just a stroke of luck; it's a sign of financial responsibility and diligent tax planning. However, it's crucial not to fall victim to spending frivolously. Instead,…
Autism and the Future of Education in the United States
Rant alert. Last week, the new government confirmed, by a historic tie-breaking vice presidential vote, the nomination of Betsy DeVos as Secretary of Education. Educators, teachers unions, parents, and especially the special needs community were fearful of this woman’s confirmation. Now, it has happened. In my opinion, this is yet another low for a new…