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7 Ideas to Save More for Your Future in 2023
The beginning of the year is a great time to establish good habits to ensure you are saving for your financial goals.
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Write Your Financial Story
Read on for commonsense tips for managing your money and finances. This blog covers topics related to life changes, career, business ownership, preparing for retirement (or just slowing down!) and investing to offer readers a more informed financial life.
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- Dec 30, 2022
- 5 min
How to Interview a Financial Planner
Finding a financial advisor to help you on your life journey isn't a decision to be taken lightly. Here's a checklist to help you prepare.
- Dec 15, 2022
- 6 min
5 Items to Mark as Done on Your Year-End Financial Checklist
This is a great time to check off some items from your financial to do list. Read on for five quick and easy tips you can do today.
- Nov 2, 2022
- 4 min
Avoid Lifestyle Creep When Your Income Increases: Try this 50/50 Rule for Saving & Spending
So you got a big raise. What's best to do, save it or spend it? What if the best answer is a little bit of both?
- Oct 20, 2022
- 5 min
When Volatility and Inflation Strike: 4 Actions to Consider
Even the most experienced investors may be feeling a little rattled by the market environment lately. Read on for actions you can take.
- Sep 15, 2022
- 6 min
Women and Wealth at Work: Tips for Each Chapter of Your Career
Read on for financial planning tips for women to make the most of your financial situation throughout each stage of your career.
- Aug 24, 2022
- 7 min
Student Loan Forgiveness: Find Out if You Qualify and What to Do if So
Today's student loan forgiveness announcement from the Biden administration is big news for borrowers. Read on to find out if you qualify.
- Aug 8, 2022
- 8 min
Cryptocurrency: A Guide to Understanding Digital Currencies
Want to learn more about cryptocurrencies? Here's a guide to understanding what they are, how they work and what the risks are.
- Jul 26, 2022
- 5 min
Employee Stock Purchase Plans: What to Know if You Participate
Wondering whether you should participate in your employer's Employee Stock Purchase Plan ESPP? Here's what to consider.
- Jul 19, 2022
- 5 min
Small Business Retirement Plans: Comparing SIMPLE, SEP-IRA and SOLO 401(k)s
Learn about the different types of retirement savings plans available to small business owners: SIMPLE and SEP IRAs and Solo 401(k)s.
- Jul 6, 2022
- 6 min
Top 5 Financial Challenges for Women and How to Overcome Them
Women face financial challenges like widowhood, divorce, leaving the workforce and lack of confidence. Read on for tips about what to do.
- Jun 27, 2022
- 5 min
Stock Options: An Owner's Manual to Understand Them
Trying to understand your ISOs, NSOs or RSUs? Here's how to maximize your profit and minimize your taxes on them.
- Jun 17, 2022
- 5 min
History of Bull & Bear Markets & What Investors Should Consider for Their Portfolio
In 2022, investors are faced with extreme uncertainty. That's why taking a look at the history of the stock market can be helpful.
- Jun 8, 2022
- 7 min
It's Time to Take Control of Our Money: the Future is Female!
Women currently control more than $10 trillion of wealth. Whether married or single, women are carving out financial independence.
- May 16, 2022
- 5 min
Recession and Inflation Headlines Got You Worried? Here Are 4 Reasons for Optimism
Headlines abound with news about inflation and a possible recession, but here are four reasons for optimism.
- May 6, 2022
- 6 min
(Money) Date Night: Why You Need One and 5 Things to Talk About
Talking about money can be stressful. Learn why scheduling regular money dates with your partner can bring you closer and reduce strife.
- Apr 21, 2022
- 5 min
The Uncertainty of War and Market Uncertainty
The one thing that is certain when geopolitical events take hold is that uncertainty runs rife, which markets don't like.
- Apr 21, 2022
- 3 min
Weekend Reads for Your Financial Life: Money Goals
If you made a new year's resolution or decided to start a new habit, you know by now whether you're keeping it. Read on for inspiration.
- Apr 21, 2022
- 5 min
Investing Strategy When the Stock Market is Volatile: Time In vs Timing the Market
Higher volatility in the stock market can be a source of uncertainty for investors. Read why time in may be more important than timing it.
- Apr 21, 2022
- 6 min
Declutter Your Home & Financial Life with These 11 Tips
If you find yourself drowning in too much “stuff,” now might be the time to purge and simplify.
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