The financial geek in me can’t help but to extend gratitude to innovations in the last few years that have improved the quality of many lives.
Late Stage College Planning
But what if you don’t have enough saved for college for your high school aged child? According to college funding expert Lynn O’Shaughnessy, take these steps keep costs down even if your college savings has fallen short.
With New Changes ETFs Become More Attractive
Exchange Traded Funds, known as ETFs, have grown into the primary alternative to mutual funds for diversified investing. With recent changes in trading practices at brokerage behemoths Charles Schwab, Fidelity, and TD Ameritrade, the case for using ETFs is growing…
The Best Annuity You Can Buy
Annuities. The topic may sound boring to most, but it can incite rows in the financial planning community. Some advisors, particularly those who sell annuities, are ardent advocates while most in the fee-only community tend to dislike them. It turns…
What You Must Know Before Applying to College
It’s a stressful one too as not only are you weighing college fit and admissions chances, but also the family financial impact. Follow these steps to make the process easier.
Dealing with Sudden Money
Say you come into funds that comprise a sizable portion of your wealth. What should you do with it apart from buying a ski chalet?
When to Take Social Security
Social Security may be the most valuable asset you have as you march toward financial independence
Your Money and the Inverted Yield Curve
you’ve probably never heard of a yield curve much less understand what its inversion could portend for your financial future. Does it mean the stock market is headed for bear market territory?
Managing your family’s credit amidst constant breaches
With the Equifax breach settlement, you have the right to two major options even if no harm has come to you
The Four Sources of Building Wealth
Your wealth is fed by four major sources. Most pay attention to one or two of them, but considering all four helps you build a sound financial future.