Articles

A Crime of Passion, Sweetheart Scams Can Be Costly

A Crime of Passion, Sweetheart Scams Can Be Costly

It was one of the worst calls I've ever received. I was informed by a social worker that my mom was a victim of a sweetheart scam. The news made me realize that, even though my sister is a compliance officer and I serve on the Elder Abuse and Financial Exploitation...

New Year’s Financial Resolution

New Year’s Financial Resolution

Did you make a New Year’s resolution? The smartest one might be to get your finances in order. Click Here to see a framework for making your financial resolution stick.

How to Protect Yourself While Helping Others

How to Protect Yourself While Helping Others

Donating to a cause you care about is rewarding. Unfortunately, not all charities are created equal. Taking the proper precautions before giving ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal...

Maximizing College Aid While Your Kids Are Young

Maximizing College Aid While Your Kids Are Young

If you’re a parent of young children, you might feel a bit anxious about helping your child face the costs of college. What can you do now?   In addition to starting to build college education savings, it’s also important to consider options to maximize college...

Finding the Ideal Place to Live in Retirement

Finding the Ideal Place to Live in Retirement

Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to spend more time with family; for others, it’s the chance to venture into a different climate. For the most...

Active vs Passive Investing

Active vs Passive Investing

Investors and advisors alike have long debated the merits of active versus passive investing. As the markets have taken a downward turn over the last year in response to rising interest rates, this age-old question has emerged again. Passive investing seeks to...

Growth Stocks vs. Value Stocks

Growth Stocks vs. Value Stocks

Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing a diversified portfolio that minimizes risk, it can help to think of stocks as falling into one of two...

Get to Know Your Risk Tolerance

Get to Know Your Risk Tolerance

When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to get a handle on, especially since it can be determined in large part by...

How Women Can Overcome Obstacles to Retirement

How Women Can Overcome Obstacles to Retirement

How Women Can Overcome Obstacles to Retirement Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but it can be especially hard for women, who face a number of...

Negotiating For Workplace Benefits

Negotiating For Workplace Benefits

Negotiating for Workplace Benefits Improve a job offer by thinking beyond your salary. It’s a job seeker’s market. The Great Resignation, which began in April 2021, has seen Americans leave their jobs by the millions, often in search of greener pastures. It has also...

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