Pursue Financial Fitness Like You Do Your Physical Fitness Individuals who exercise regularly and focus on better health, developing their bodies, stamina, and mental clarity understand what it encompasses. There are steps that people take when they engage in physical fitness and work toward specific goals. The blueprint to your physical fitness is not much [...]

Get to Know Your Risk Tolerance When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to get a handle on, especially since it can be determined in large part by your emotions and how well [...]

Last Minute Considerations for the FAFSA Deadline   For many, the expenses of college or technical school can be overwhelming. But, with financial aid programs, tuition, room and board, books, and other college-related costs can become more affordable. To determine if your student qualifies for financial aid, you must fill out the Free Application for [...]

Instilling Financial Values in Your Family Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than $72 trillion of that will pass from older generations to their heirs, while nearly $12 trillion will be donated to charities.[1] This shift in [...]

Fatherly Advice: 6 Timeless Financial Tips Our Fathers Taught Us Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations. Always Spend Less Than You Make Wealth creation is not about how [...]

College Newsletter The month of June is especially known for: Weddings The First Day of Summer Vacations Graduations By now, those students who have been placed on waitlists, it's a good idea to send a final transcript to those schools as well. While there's no guarantee that submitting a final transcript will boost their [...]

Take a Swing at Investing Like a Golfer    Golfing and investing may not seem to share much common ground at first glance. But the more you think about it, a successful golfer and a successful investor share a number of traits such as patience, perseverance, attention to detail, and intellectual curiosity. Below, we discuss [...]

5 Strategies to Boost Your Retirement Savings Whether your retirement date is fast approaching or you still have a few years to go, it’s important to take steps to boost your nest egg so you’re better prepared to meet your goals. Consider the following five strategies for maximizing your savings potential. 1. Maximize tax-advantaged contributions [...]