How To Be a Successful Saver
How much money did you save last year? If your savings fell short of your goals, don’t give up. You can still take charge of your financial future. Here are tips to become a successful saver. Set goals. Give your saving a purpose. Do you want to accumulate an...Female Family CFOs – We Are Here For You
In many of the families that we work with, the mother (or wife), is the person who takes care of the finances and makes investment decisions. These women, as well the single or widowed women we work with, handle significant responsibilities. These responsibilities...How Many Credit Cards Is Too Many?
By Jill Krasny Published September 22, 2016 Personal Finance Credit.com With so many tempting credit card offers out there — we’re looking at you, Chase Sapphire Reserve — who wouldn’t want to take advantage of them and sign up? But some consumers may have reason to...Designate beneficiaries to avoid unintended consequences
After your death, the disposition of retirement accounts, life insurance policies, annuities, and accounts at financial institutions are governed by beneficiary designations. If those designations are outdated, unspecific, or wrong, your assets may not be distributed the way you would like. Read more.