Luck of the Investor: Making Your Own Luck on St. Patrick's Day As Samuel Goldwyn once said, "The harder I work…the luckier I get!" 1 But when it comes to investing, luck may play a huge role in outcomes—no matter how hard you work.2 Below, we discuss some ways that luck may impact your investing, as well [...]
6 Money Myths That Are Limiting Your Wealth When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of Prometheus (who stole fire from [...]
The Advantages of a Family Trust Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep your assets private, minimize taxes, and ensure that your wealth is distributed according to your wishes. Family trusts tend to be most appropriate for [...]
A Beginner’s Guide to Investing When you start to consider if investing is an appropriate option for you, you may have questions. You might want to ask: How do I invest money, and where? How much money will I need? What are some common strategies for someone that has never invested before? It’s OK to [...]
As a physician, you understand your medical specialty inside and out, but at the same time, you also need to be able to handle the financial challenges associated with your industry. That may include juggling a lot of student and professional debt, running your own clinic, saving for the future, and creating contingency plans for [...]
4 Ways to Be Your Own Financial Valentine Whether you're single, paired, or somewhere in between, Valentine's Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming your own financial valentine. Be a Goal-Getter If it's been a [...]
Kick off the Big Game With These 7 Super Investing Lessons From the Super Bowl The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super [...]
The Best Items to Help You Organize Your Finances and Important Documents The first step to improving your finances is to get organized. These top Amazon finds can help you create a monthly budget, plan your spending, and safely store your important insurance or personal documents for easy access when you’re at home or on [...]
3 Ways to Tackle Your Financial Goals Though the New Year may bring with it a new opportunity to set and achieve financial goals, the thought of making sweeping changes to your budget and lifestyle may be overwhelming. What can you do to improve your odds of success in reaching the goals you've set? [...]
Your Financial Fresh Start: 12 Resolutions in 12 Months Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Here [...]
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