5 Financial Bad Habits to Cut this Year
When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and
Key Financial Wellness Metrics for Near Retirement Individuals
As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle
Understand the Stages of Change to Make Your Resolutions Stick
If you have trouble keeping your New Year’s resolutions, you may benefit from taking a more scientific approach. In the late 1970s, researchers studying the
Your New Year’s (Financial) Resolutions
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s
A Beginner’s Guide to Tax-Smart Retirement Withdrawal Strategies
For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions
Dos and Don’ts for Investing During the Holidays
In the world of investing, the “holiday effect,” as it is often referred to, is a phenomenon where stock prices see an increase right before
Tips for Talking to Your Kids About Your Finances
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
The 12 Days of Year-End Planning: Things to Consider Going into the New Year
At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future.
Are you Financially Ready to Become a Law Firm Partner?
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