March 26, 2020 | Give Yourself a Raise! It is a good time to do some financial housekeeping. When was the last time you reviewed how much are you contributing to… Read more
December 18, 2019 | An Introduction to Dollar-Cost Averaging While dollar-cost averaging may not result in higher expected returns, it can offer peace of mind to those who fear making decisions that… Read more
October 10, 2019 | Expat Finances: How to Manage Your Money When Living Abroad Our guide to financial planning for expats covers what you need to do to both protect and enjoy your wealth while living abroad. Read more
September 06, 2019 | How to Help Your Adult Children Make Good Credit Decisions Teaching your adult children how to use credit strategically and efficiently can help ensure a successful financial future. Read more
August 14, 2019 | Six Ways Your Children Can Affect Your Retirement Aside from the typical costs of raising a family, there are a few other ways that your children will factor into retirement planning. Read more
April 03, 2019 | Will I Be OK Financially? Women often face financial headwinds in the form of the gender pay gap, the number of years in the paid workforce, and longer… Read more
August 20, 2018 | Coaching and Investing Mindsets: What’s the Winning Formula? Just as a coach would stand in front of their team, an investor stands in front of the market believing one of three… Read more
August 02, 2018 | Reaching Financial Intimacy: Q&A on Overcoming Money Hurdles in Relationships Manisha Thakor, CFP®, CFA offers her advice on how to tackle those tough financial conversations you’ve been putting off with your significant other. Read more
July 19, 2018 | 10 Money Questions Every High School Student Should Answer How prepared are your kids to make sound financial decisions? Young adults often aren’t exposed to critical money management lessons in school today. Read more
April 10, 2018 | Three Reasons NOT to Cancel Your Old Credit Card The credit company wants to see that you are responsible enough to manage more than one type of debt. For now, holding onto… Read more