Beyond Wealth: Giving Compass for Business Simplifies Philanthropy for Financial Advisors
Giving Compass for Business, one of these innovations is gaining popularity since it provides a fresh method for incorporating generosity into wealth management.
Sep 19, 2024 02:29 AM EDT
Financial Strategies to Navigate Aging's Challenges
Don't let financial worries cloud your golden years! Here are key strategies to manage expenses, invest wisely, and secure a comfortable retirement.
How to Stretch Your Savings This July Using 3 Methods
Feeling the summer squeeze? Don't let July drain your savings! Here are some tips for you.
Top Tips for Selling Gift Cards Online for the Best Deals
Millions have unwanted gift cards collecting dust. Don't let yours be one of them! Learn how to sell your gift cards online for cash safely and easily.
Latest News
The rise of Robo Advisors in wealth management
The rise of robo-advisors is a big issue among investment firms these days. Is it a boon or is it headed to its doom? Robo-advisers were developed on the premise that most of what the Registered Investment Advisors (RIA) do can be replicated by advanced software.
Sep 02, 2015 05:24 AM EDT
When it's fine to save in your child's name for their college education
Student assets are heavily counted in need-based college aid eligibility at 20-25%, while parents’ assets are only treated at 5.64 – 5%, which is why people opt not to save under their child’s name. But there are exemptions to this.
Sep 02, 2015 02:46 AM EDT
The Obamacare Surprise: Few people availed of early retirement
University of Michigan retirement analyst Helen Levy and colleagues Thomas Buchmeuller and Sayeh Nikpay found that there is no evidence of increase in retirement among people from ages 55 to 64 in 2014 than in 2013.
Sep 02, 2015 12:07 AM EDT
A lifestyle tax for couch potato retirees? Get up and read this standing up
A tax bull on retirees who live in a sedentary lifestyle and this may be just a joke from a finance professional, but baby boomers and other seniors should wake up and avoid that couch-potato lifestyle to not ruin their lives.
Sep 01, 2015 11:19 PM EDT
Three Steps to Take at the End of your Student Loan Grace Period
Students need to make full use of their grace period for proper debt planning to make sure they will be ready when the payment time comes.
Sep 03, 2015 02:00 AM EDT
Two Harvard graduates make it easier to choose the right health plan thru data analysis
Harvard graduates Grace Gee, 21, and Eugene Wang, 25, uses their HoneyInsured to solve the difficult process of choosing the right health insurance plan online.
Aug 31, 2015 09:50 AM EDT
You too can drop everything and travel the world for $40,000
Meet Mark and Britnee Johnston, the couple who saved money, quit their jobs and traveled around the world for one year.
Aug 31, 2015 02:41 AM EDT
When Is the Right Time to Transfer Balances to a New Credit Card?
More and more people are enjoying purchases using their credit cards and not all aware of the consequences especially if they skipped payment. Likewise when they turn to a new credit card issuer and transfer their balance.
Aug 28, 2015 08:04 AM EDT
Social Security: What and When to Collect; What's the Max Strategy if Single, Never Married with No Kids
Social Security guru suggests collecting the benefits by the age of 70 for single, never married, childless people.
Aug 28, 2015 02:07 AM EDT
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