Budgeting and Financial Planning

Make one of your New Year’s Resolutions this year to make 2014 your best financial year ever. And to help you accomplish that, Kimberly Palmer has put together this article listing 25 ways to improve your finances in the New Year. It starts by having the right attitude about money and setting your financial roadmap… Read More

Have you heard of KhanAcademy? Founded in 2006 by Salman Khan, the company makes hundreds of courses available for free online, on topics which range from history to calculus. And recently, they partnered with Bank of America to create a portal of courses on personal finance subjects which they called “Better Money Habits”. Whether you’re… Read More

It’s now the peak of the holiday season and that means family, celebrations and giving.  This is also a time to reflect on the last year, review our own finances, and plan for the year ahead.  For instance; if you have set up 529 college savings accounts, 2013 contributions will need to be completed by… Read More

Most of us understand the importance of routine car maintenance and yearly health check-ups; why is choosing a Financial Adviser to review the health of our retirement portfolio something that makes us so uncomfortable?  For starters, how are we to know if the person dispensing advice truly has our best interests in mind?  And then… Read More

Marriage is one of the biggest, if not THE biggest, decision that many people make in their lives.  For Millennials (those born between 1980 and 2000) there are a number of important financial considerations to keep in mind.  Millennials are expected to live longer than older generations and, in some cases, could be retired for… Read More

Students go to school to learn the skills that will allow them to succeed and earn money as adults. But to truly achieve financial freedom, it’s just important to learn skills that will help you save money by spending less. In this article, we are given seven great money saving tips that are key to… Read More

Raising a kid is expensive. That comes as no surprise. But the actual price tag may cause your jaw to drop just a bit. The U.S. Department of Agriculture released a report the other day that estimated the cost of raising a child born in 2012 for 18 years is over $240,000. And since 2000,… Read More

When two people combine their finances, it’s important to make sure both people see eye to eye on personal finance. Just like in other areas of a relationship, it’s very important to talk openly about goals and expectations. Not being on the same page with your significant other can lead to financial problems during the… Read More

When it comes to financial advice, it seems that everywhere you look, you will hear something new. And with the complexities of financial markets, and so much to learn about managing your finances, it can feel quite overwhelming at times. But if you practice just a few of the most important financial skills early in… Read More