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Quote Of The Week: Don’t Give Up On Financial Literacy

“The U.S. ranks 14th in the world when it comes to financial literacy, with just 57% of adults being able to pass a basic financial literacy test.” “What financial advisers must remember is that the vast majority of people need help with the absolute basics of personal finance — bill paying, budgeting, saving, setting aside […]

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CFP® Professionals: Giving Back To The Profession

Our team of 6 CFP® professionals, plus our outstanding testing facilitator Kathy, showed off some pretty serious skills last week in Washington DC! We spent two days at the Certified Financial Planner Board of Standards, Inc. headquarters (CFP Board) refining questions that will appear on future CFP® exams. CFP® candidates are required to demonstrate competence […]

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Here’s How To Make Like Marie Kondo And Declutter Your Financial Life for The New Year

Is your financial life messy and spiraling out of control? Are you drowning in papers and files? Here’s some valuable tips on how to make like Marie Kondo and declutter your financial life in 2020. We talked with veteran business journalist Robyn A. Friedman of City & Shore magazine to share how financial pros help clients make order out […]

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More Clients Asking To Work With Women Advisors

Less than 15% of U.S. financial advisors are women and that’s way too few, especially when more clients are asking to work with women advisors, according to a recent report in the Wall Street Journal. Many people looking for a financial professional feel women are good listeners and can better understand and address their money […]

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Don’t Put It Off: When Waiting To Act Can Have Serious Consequences

I just read a moving mea culpa from a fellow financial planner. He wrote about how he and his wife postponed obtaining life insurance while they were waiting to start a family. It seemed reasonable to wait until they “really” needed it. They were young, everything was good, what’s the harm in waiting a few […]

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For All Those Parents Who Tell Their Kids Not To Play Video Games …

On Sunday, Pennsylvania teen Kyle Giersdorf, 16, beat out 40 million Fortnite players worldwide to become the first world champion of the Fortnite World Cup and score a $3 million prize. While his parents are undoubtedly thrilled with his success, they say they do limit the hours he’s allowed to play videogames at home and […]

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Quote Of The Week: Shopping For A Financial Advisor

“If you want professional help, shop for a financial adviser who is a certified financial planner or is a certified public accountant with a personal finance specialist designation. Use an adviser who discloses fees and has fiduciary responsibility to put your interests first.” Linda Stern, How to Break Bad Investment Habits, AARP Magazine, June 21, […]

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What Does It Take To Be Wealthy Today?

Charles Schwab’s annual Modern Wealth Survey asked 1,000 Americans how much money it takes to be considered wealthy today. They responded that you need $2.3 million to break the wealth barrier (although that’s more than 20 times the actual median net worth of U.S. households, according to the Federal Reserve). Not quite there yet? Not to […]

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Free Personal Finance Guide for Military Families

Shout out to Kimberly Lankford, contributing editor at Kiplinger’s Personal Finance Magazine and a military spouse. I’ve had the pleasure of working with Kim for many years. She’s a first-rate journalist and a dedicated supporter of the military community. Kim is one of the guiding hands behind the newly-released fourth edition of the “Financial Field Manual: […]

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New Miami Dolphin NFL Pick Has Got All The Right Money Moves

New Miami Dolphins pick Christian Wilkins is breaking all the stereotypes about how football players and professional athletes aren’t good at sticking to a budget. He pulled off the impossible task of earning a BA and master’s degree in record time, and graduated college with no debt & money in the bank. “It’s simple: My […]

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