FINANCIAL LEARNING
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...
How to Minimize Taxes in Retirement
Retirees can follow these simple guidelines to help manage their tax situations. Everyone can benefit by minimizing their tax liability,...
MEAL KITS PROVIDE TASTY DINNERS, WITH A SIDE OF LANDFILL
MY WIFE ELISABETH wandered into the kitchen while I was testing a Blue Apron meal kit. She lifted one of the four-pound Nordic Ice bags...
Two Tax Credits Many Small Business Owners Miss –or Don’t Know About
How to take advantage of dollar-for-dollar savings, courtesy of Uncle Sam Many small business owners miss or misunderstand the power of...
4 Financial Milestones to Reach Before You Retire
Looking forward to retirement? Here are a few goals to hit first. Retirement is a period to look forward to for a countless number of...
5 Strategies for Women Entrepreneurs to Save for Retirement
Since, in general, women live longer than their male counterparts, a robust retirement savings plan is even more critical. Saving for...
What’s the Dirty Word in Your Business?
As a business owner, are you focused on how much money everyone is spending in your business? Or do you focus instead on how much profit...
You’re More Likely to Retire Wealthy if You Do This One Thing
Wouldn't it be great if there was one simple thing you could do to help you better prepare for retirement and make you feel more...
What I did on my summer vacation: 3 steps to get your retirement plan on track
Summer is around the corner and many of us should have a little more free time to tackle that list of projects we’ve been postponing....
These are the most outrageous travel fees
Sick and tired of paying outrageous travel fees that don't make any sense? Use these insider tips to avoid them. Corrections and...
Could brain cells be coaxed into fighting Parkinson’s disease? Scientific American reports on a new study
AUTHOR: Knvul Sheikh http://bit.ly/2voAGM1 For the past five decades pharmaceutical drugs like levodopa have been the gold standard for...
What IS Dementia?
Dementia is formally defined as “a chronic or persistent disorder of the mental processes caused by brain disease or injury marked by...
Planning your estate when you’ve got no children or heirs
Certified financial planner Mike Keeler has a client, a retired teacher, who saved diligently for her golden years and will leave behind...
One Couple, Two Different Retirements?
After many years together, some retired spouses may find their daily routines far apart. When you see online ads or TV commercials about...
How To Use Life Insurance In Your Retirement Planning
Investing in the market without taking losses — is it too good to be true? Not according to the University of Michigan’s head coach Jim...