Archive | Making, Spending, and Saving Money RSS feed for this section
wedding-beach

Cheat Sheet: When Is It OK To Help Out The Kids?

No need to be ashamed. We know that parents often get roped into paying a bill or two for their grown-up kids. (Full confession: I’ve paid more than my share!). In fact, more than half of parents surveyed admit to having helped out the kids financially within the last 12 months. But there’s nothing more agonizing […]

Read full story Comments { 0 }
Girlfriend Vacations Kim Cleaves for WSJ

Hey, Girlfriends … Time To Celebrate!

Forget the staycation. If you’re female and over 40, you know the best thing around is the girlfriend getaway. It’s all about celebrating – often far, far away – with those near and dear to you. Sometimes it’s as simple as meeting up for dinner in your hometown or spending the weekend at a beach hotel to celebrate a […]

Read full story Comments { 0 }
We're The Millers No Ragrets

“No Ragrets” – What’s On Americans’ Top 5 Financial Do-Over List

Scotty P of “We’re the Millers” may disagree, but when it comes to money, most Americans say they would do things differently if only given the chance. Here are their top 5 financial regrets that they would pick for a “do-over”: 1). Not saving for retirement early enough 2). Not saving enough for emergencies 3). Taking on […]

Read full story Comments { 0 }
a day away kayak

The Happy Medium Between Spending vs. Saving

Our clients, like most Americans, try to do the right thing. They understand that the responsibility of saving for retirement is squarely on their shoulders, and they struggle to put money aside month by month, year by year. But where’s the happy medium? How much should they save (or can they save) for the future if […]

Read full story Comments { 0 }

A Revealing Look At Why Middle America Has Little in Savings

Why so many Americans in the middle class have no savings Over 40% of Americans are financially unprepared to come up with the cash they may need in a crisis, leading researchers to call them “financially fragile.” That realization led writer Neal Gabler to talk to PBS NewsHour about how, despite his career as a successful […]

Read full story Comments { 0 }
car loans 3

Paying Too Much For Your Car Loan? Check Your Credit Score

Think you’re paying too much for your car loan? Your credit score could be the culprit. The key factor affecting your car loan rate is your credit history, says Eileen Ambrose, writing for AARP Bulletin. “Consumers with excellent credit scores of 740 or higher receive the best rates for financial products,” says Bethy Hardeman, chief […]

Read full story Comments { 0 }
farmer shutterstock

The Secret To Retirement: Is It How You Invest, Or How Much You Spend?

At our firm, we start the year by reaching out to clients to review their investment objective and see if any changes are in order. We find this a useful exercise to make sure clients’ portfolios properly reflect their goals and changing needs. Your investment objective summarizes your overall portfolio goals (like “growth,” or “growth and income”) and provides […]

Read full story Comments { 0 }
hearts and money

How A Higher Credit Score Can Spice Up Your Love Life

We all know that keeping your credit score in pristine shape gives you access to low lost loans and credit offers. But did you know it might also help your love life? Anne Kates Smith reports in Kiplinger Personal Finance that people with higher credit scores tend to have better luck at forming committed relationships […]

Read full story Comments { 0 }
cuba street sweeper

Cuba: 90 Miles Away And Getting Closer By the Day

What is it like inside Cuba today? Our former colleague Lisa Green just returned from a People-to-People visit to Cuba, so we asked her to share some of her experiences and photos with us, and with our clients who are interested in Cuba or planning to visit over the coming year. As a refresher, Americans are not […]

Read full story Comments { 1 }
european river cruise

Why The Passing Of Icons Like David Bowie, Alan Rickman, And Glenn Frey Should Be Your Wake-up Call

Here’s some advice you don’t expect to get every day from your financial planner. Go spend some money. We have a lot of conversations with clients about how long their money needs to last, and what amount is safe to spend each year without running out too early. But there’s another side to the story, and that’s helping […]

Read full story Comments { 0 }