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For a Good Time Managing Your Money, Call on These Apps
Budgeting Budgeting, saving and getting out of debt aren’t normally associated with fun, but these eight apps aim to make personal finance less of a grind for you.
By Marguerita M. Cheng, CFP® & RICP® Last updated
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Thinking of Getting a Pet? What Costs to Expect
In addition to receiving lots of unconditional love, you should be prepared for vet bills and lots of pet supplies. Also, did we mention the unconditional love?
By Vincent Birardi, CFP®, AIF®, MBA Published
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Three Steps for Couples Navigating the Money Maze
Whether you’re combining your finances or keeping them separate, being on the same page and communicating often and regularly are key.
By Kelli Kiemle, AIF® Published
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Seven Steps to Plan for Every Aspect of Retirement
It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.
By Josh Leonard, Investment Adviser Published
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Why Can’t You Ever Use Your Timeshare?
If you find yourself with a timeshare that never seems available to you, that could be because your bookings are competing with non-timeshare-owning customers.
By H. Dennis Beaver, Esq. Published
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If You’re Retired, Do You Still Need Life Insurance?
It depends, but in general people tend to be underinsured early in life and overinsured later in life. Before making any decisions, get a needs analysis.
By Evan T. Beach, CFP®, AWMA® Published
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How to Get on the Same Financial Page as a Couple
Starting with knowing where your significant other is coming from and why can help you address your money differences as a couple.
By Kelly Gallimore, ChFC®, CES® Published
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Five Common Retirement Fears and How to Overcome Them
Are you ready for retirement but uncertain about what comes next? You’re not alone. Proactive planning can help ensure your path to a happy retirement.
By Erin Wood, CFP®, CRPC®, FBSⓇ Published
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Five Ways to Harness Your Financial Firepower in the Year of the Dragon
As the Year of the Dragon kicks off, consider looking to the dragon’s strong passionate and creative attributes to help guide your financial year.
By Marguerita M. Cheng, CFP® & RICP® Published