Submitted by Lewis J. Walker on Wed, 05/22/2013 - 12:00pm
What good is wealth without health? Too many people don’t realize that taking care of themselves physically leads to better financial tomorrows.
Planning for retirement should start in your early twenties, if not before. Why? Because you develop good health habits early and health governs the quality of life long before retirement, and certainly after.
Submitted by Vincent Trivett on Tue, 05/21/2013 - 3:00pm
When H. Robert Bradley and his partners founded NorthLanding Financial Partners, an independent registered investment advisory firm in Rochester, N.Y., they chose the name of the firm very carefully. The last thing they wanted to do was to call their firm a “wealth manager.”
Submitted by Roger Wohlner on Mon, 05/20/2013 - 9:00am
Stocks are breaking historic records quite frequently lately. We don’t know whether this rally really has legs, or if this is a replay of past booms and busts. As someone saving for retirement, what should you do? Rebalance your portfolio, retool your financial plan and respect downside risk.
Submitted by Manisha Thakor on Thu, 05/16/2013 - 3:00pm
Under the influence of romance, it is easy to be distracted from practical concerns, but couples that can’t agree on money issues don’t last. It’s important to address these problems early on with an advisor to keep your relationship intact.
Submitted by Neal Frankle on Tue, 05/14/2013 - 12:00pm
There is no skill more important than learning to stop wasting time. Using time wisely isn’t just about being more productive at work. It’s also about living life to the fullest. What good is creating wealth or getting out of debt if you squander the fruits of those triumphs playing BioShock Infinite all day?
Here are five steps to kick bad habits and make sure you don’t waste a precious moment going forward.
Submitted by Hilary Martin on Tue, 05/07/2013 - 12:00pm
An inheritance can improve your financial future, but too many people fail to plan adequately, reject the advice of professionals and make tragic mistakes.
If you plan appropriately for your inheritance, you can ensure that you maximize its value and honor the intentions of the loved one who left it to you.
Here are four things to think about if you expect or recently received a bequest from a loved one. The right planning can bring peace of mind and freedom from regret about your financial choices and make a lasting impact on future generations.
Submitted by Jonathan DeYoe on Wed, 04/17/2013 - 3:00pm
The financial services industry is unquestionably male dominated, and often stereotypes women as innocent wanderers. This is a mistake, and it’s one that all advisors and investors should realize.
Just last year, an old friend and new client told me that her prior advisors always “talked down to her” and “made me feel like an outsider.” She said, “They always ignored me when I was with my husband, and treated me like an infant when I was alone.”
Submitted by Vincent Trivett on Tue, 04/16/2013 - 3:00pm
Blair Hodgson DuQuesnay disproves a well-circulated myth: that financial planning is the exclusive province of gray-headed advisors who cater to middle-aged and elderly clients with fat wallets.
The 31-year-old advisor just founded her own independent registered investment advisor business that caters to young professionals in New Orleans. She believes that advisors neglect to harness the power of the Web and ignore younger investors at their own peril. Clients in Generation X and Y are tomorrow’s well-heeled set.