FINANCIAL LEARNING
Talking to Your Heirs About Your Estate Plan
They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some...
Invest your way into health-care security
You can't possibly know what health care will look like in retirement, so prepare for the worst. The health savings account is "like a...
Set Specific Goals to Manage Your Wealth Better
When you make specific goals, you’ll find saving for them comes more naturally and you’ll be more likely to achieve them. While saving...
Best Retirement Plans for Small Businesses
The responsibilities of owning and operating a small business can be overwhelming at times. Every decision - from choosing printer paper...
Set Specific Goals To Manage Your Wealth Better
When you make specific goals, you’ll find saving for them comes more naturally and you’ll be more likely to achieve them. While saving...
Medicare Open Enrollment Ends Dec 7
Most beneficiaries have from Oct. 15 to Dec. 7 to decide on drug coverage and whether to switch from traditional Medicare to a Medicare...
Third-quarter GDP raised to 3.3% to mark fastest U.S. economic growth in three years
The numbers: The U.S. economy’s pace of growth in the third quarter was raised to 3.3% from 3% under the government’s latest revision to...
I’ve Been Diagnosed with Alzheimer’s” – Financial steps to take after a dementia diagnosis
If you or a family are member are facing a dementia* diagnosis, there are some financial steps that can be taken to empower everyone...
Online Wills – A Risky Choice
By: Samantha Parris, Attorney Would you risk your family’s future on a product with an 80% failure rate? Of course not. Legal Zoom, a...
Now is the Time to Make a Will
By: Samantha Parris, Attorney Do you want to decide who receives your property at your death and who takes care of your children, or do...
What is Supplemental Life Insurance and is it Worth the Cost?
Is supplemental life insurance worth the cost? Maybe, but private insurance might be better. Imagine you just landed a great new job....
90% of Americans don’t like to cook—and it’s costing them thousands each year
For some Americans, going out to dinner is a treat, planned and budgeted for. For others, it's just another Tuesday night. And...
How to financially prepare for medical costs during retirement
When envisioning your golden years, you likely have a long list of goals you’d like to achieve, from crossing destinations off your...
Business Owners Need to Focus More Time on Transition Planning, Survey Says
While most business owners realize the importance of transition planning, most say they are too busy running their business to think...
Your 2017 Guide to Trusts
Providing for your family's financial needs is a key goal that most people have, but many of those who consider estate planning don't...
Entrepreneurs, you’ve got to play it safe as you plan ahead
I always say that being an entrepreneur is not enough. Yes, entrepreneurs are typically a fun, hearty, confident, enthusiastic bunch....
In 5 years of studying rich people, I found self-made millionaires have 7 habits that help them build wealth
In my five-year Rich Habits study, I found that self-made millionaires fall into two categories: Risk-Takers and Savers. Self-made...
Seven Necessary Pieces Of Advice For Early-Stage Business Owners
Beginnings are hard, especially when it comes to business. Mistakes or missteps early in your career can delay, or even halt, your...
Health-Care Costs Could Eat Up Your Retirement Savings
A new estimate may convince you to work forever—if you can. In a perfect world, the largest expenses in retirement would be for fun...
How Solid Is Your Retirement Savings Plan? Check These 3 Things Now
The year is already past the midway mark. Yet with all the hoopla surrounding the stock market hitting new highs, you may have gotten...
10 Business Ideas for Young Entrepreneurs In Their Spare Time
These jobs that have low startup costs and are part-time are perfect for the young business person getting started. Entrepreneurship is...
4 COMMON MYTHS THAT STAND IN THE WAY OF BUSINESS SUCCESS
I’m currently in the process of teaching my first group coaching program to seven amazing female entrepreneurs. During this time, I’ve...
Don’t DIY: Business owners delegate human resources tasks
NEW YORK — As small businesses keep hiring, many owners discover that being a do-it-yourself human resources manager is the wrong job...
ONE MORE thing you can’t take with you to your new job.
The stapler isn’t the worst thing you might leave behind at your old job! Many Americans get their first job, or start a new one, and...
Can You Reduce Your Risk For Alzheimers?
Three strategies that can help! Will Parrish, CDFA™ October 3, 2017 1. Exercise Your BRAIN. Learn a new language. Work brain puzzles. ...
Preservation: What are the odds?
Unfortunately, the odds of avoiding some type of dementia, namely Alzheimer’s, are not good. Currently 1-in-10 people age 65 or older...
Retirement plans: How can dentists nearing retirement become more prepared?
Retirement planning can be daunting for dentists. Are you saving enough? Have you explored your different options? But mainly, will you...
Company 401k and Company Stock
How much of your employer’s company stock should you consider in your 401(k) account? Should an employee hold company stock in their...
Quick Fixes For Big Gaps In Your Financial Life
There are few things more professionally satisfying to a financial coach than embracing an opportunity to guide others to and through an...
6 Travel Apps That Industry Experts Swear By to Save Money
The last thing anyone wants to do is spend more money than necessary when planning a vacation. But luckily, there are plenty of great...