Category Archives: investing

3 Financial Planning Mistakes And How To Avoid Them

Adam Sarhan Financial planning is very important, but regrettably often overlooked by most investors. A proper financial plan consists of a comprehensive evaluation of your current, and future, financial state. At the most basic level, your financial plan should use current known variables to predict future income, asset values, and ensure your money outlives you. Regrettably, most investors (small and large) do not take the time to conduct a proper financial plan, instead they wing… Read More »

Leaving a Legacy: Why You Need An Estate Plan

Kay Kramer, CFP® Approaching the topic of estate plans can often be an uncomfortable discussion for many. But having an estate plan, being aware of what it says, and making sure that it reflects your values and wishes is one of the greatest gifts you can give your survivors. Responses to inquiries about estate planning reflect our very human desire to avoid talking about dying. These are some common responses when people are asked about… Read More »

How To Make Those Financial New Year’s Resolutions A Reality

Erik Carter Did you make New Year’s resolutions this year? Unfortunately, there’s a pretty good chance that any resolution we make won’t be kept. This can be particularly true of financial goals, which can often feel confusing and overwhelming. Here are some steps to help make those financial resolutions into a reality. 1) Set SMART goals. When we set a vague goal like “save more money” or a seemingly insurmountable one like “pay off all… Read More »

Your Kids Will Inherit Your Money, So Teach Them How To Handle It

Nancy L. Anderson Millions of dollars will pass through your kids’ hands over their lifetime. Eventually, they may  inherit your hard-earned money, too. They need to ready to handle their finances.   In fact, many parents want nothing more than our kids to be good with money so they can be successful, invest for their future and give to charities they care about. To do that, we, their parents, need to start their education early… Read More »

Who Makes The Real Money in Innovation?

Everyone talks about innovation. Many governments, universities, and corporations spend fortunes to innovate – to develop new businesses that can create wealth and jobs. But the real money in new products and emerging industries has been made by billion-dollar entrepreneurs, such as Gates, Jobs, Dell, Page-Brin, and Zuckerberg. They have become among the world’s richest individuals by using innovations. How exactly have they used innovation? Billion-dollar entrepreneurs have mainly focused on innovative business strategies that… Read More »