Bill Brancaccio

Many parents may find it uncomfortable, or even believe it is unnecessary, to inform their children about personal finance matters. Yet, communicating openly with your family members can help to reassure them about your financial and health care wishes. This may also ease the decision-making process for your family in many important areas. As time …

Tips for Talking to Your Kids About Your Finances Read More »

You made it through law school, you passed the bar exam and now you are an attorney. You were lucky enough to have had help through scholarships or from family to pay for school, and you may still have student loans to pay off. You are a grinder in big law, working tirelessly as an …

Are you Financially Ready to Become a Law Firm Partner? Read More »

Ah, Money. The word leaves you with a positive or a negative feeling when you hear it. The feeling we get from money, and investing, has deep roots inside our emotions, although we may not understand why. Behavioral science explains why we make our investment decisions and how we emotionally react to them. Behavioral science …

How Emotional and Behavioral Barriers May Impact Your Investing Decisions Read More »

Getting laid off can be a very difficult and emotional experience, especially if you have been with the company for a long time. However, it is important to remember that there are ways to make the most out of this situation, especially if your company is offering a severance package. A severance package is a …

Let Go From Your Job With a Severance Package Read More »

As you enter the workforce and start to earn a regular income, it’s easy to get carried away with newfound financial freedom. However, this can often lead to costly money mistakes that can have long-lasting consequences. Here are some common money mistakes that young professionals often commit. Overspending and Living Beyond Means One of the …

Money Mistakes that Young Professionals Make Read More »

Choosing a financial professional is a major decision. Finding someone you trust enough to manage your money and your future may feel like a nerve-wracking choice. Fortunately, by doing some preliminary research and asking tough questions, you might find someone who is a decent choice. Here are four tips to help you build a strong …

4 Tips for Building a Strong Professional Relationship With Your Financial Professional Read More »

When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense to get a second (or a third) opinion on money matters? Here we discuss some benefits of seeking a second financial opinion, including …

The Benefits of Getting A Second Financial Opinion Read More »

“It’s not how much money you make, it’s how much you keep” – Robert Kiyosaki With the first two months of 2023 in the rearview mirror, there is no better time to strategize your cash flow for the rest of 2023. If you feel like you don’t have control of the steering wheel regarding your …

How Your Personal Cash Flow Works Read More »

On February 14th 2023, Forbes came out with a list of America’s Best Banks. Silicon Valley Bank was listed as number 20. In February Jim Cramer urged investors that Silicon Valley was a buy with room to run. Of all the analyst coverage on bank stocks, two analysts, David Long of Raymond James and Brandon …

The Silicon Valley Bank Collapse Read More »

Over time, there has been an increase in the number of employers offering employee benefit packages for their workers. As a business, you might be thinking about implementing a plan or reviewing your existing one. However, before you make any decisions, you may want to look at some of your options and some of the …

Why Employee Benefit Plans Make Sense Read More »