Everyone aspires to having enough wealth to live worry free. Just how much you need depends on your personal definition of what is enough. Usually growing wealth isn’t possible without some type of spending and savings plan, or a budget. Budgeting is the process of managing your income, expenses and savings to maintain financial […]
8 Questions to Ask a Financial Advisor
Using a financial advisor to help manage your wealth is a great decision. However, not all financial advisors are created equal. Before you entrust your wealth to a professional, here are eight questions you must ask a financial advisor before working with them.
Continue readingShould You Turn Your HSA into a ‘Medical IRA’?
Health Savings Accounts (HSA) offer a great tax-efficient option for paying your current qualified medical expenses. If you participate in an eligible high deductible healthcare plan (HDHP) and are contributing to an HSA, you might already know this. Something you may not be aware of, however, is that you can leverage this tax-advantaged vehicle well […]
The 5 Foundations of Personal Finance for Education Professionals
As a professional educator, you spend your time investing in the next generation as an educator or purveyor of knowledge, helping them build a solid foundation for the rest of their lives. You know the importance of planning for the future. You understand how valuable the right knowledge can be for creating a successful life. […]