Categories
- Behavioral Science
- Business & Economics
- Case Studies
- Education Planning
- Employer Services
- Employer Sponsored
- Empty Nest Families
- Estate Planning
- Family
- Financial Planning
- Insurance Planning
- Life Transitions
- Lifestyle
- New and Growing Families
- Parenting
- Personal Finance
- Portfolio Management
- Psychology
- Relationships
- Retirement Planning
- Social Security
- Tax Planning
10 Ways Independence Day Inspires Financial Freedom
Discover 10 ways Independence Day principles can inspire your family's financial planning. Learn how freedom, perseverance, and strategic planning can lead to financial independence. Celebrate financial freedom this Independence Day!
Finding Inspiration in the Gaps: The Power of Free Time
Discover the hidden power of wasting time to boost your creativity and productivity. Learn how deliberately leaving gaps in your schedule can lead to breakthrough ideas, inspired by insights from psychologists like Amos Tversky and cognitive scientists such as Scott Barry Kaufman. Explore personal strategies for finding your creative sanctuary, whether it's in a shower or a quiet library, and embrace the summer slowdown for a more balanced and fulfilling life.
Lessons in Love and Life: A Divorce Lawyer’s Guide to Thriving Relationships
Discover expert relationship advice from divorce lawyer Jim Sexton. Learn practical steps to enhance communication, balance humility and confidence, and strengthen personal connections for a thriving life.
Paul Fenner Shares Expert Advice on Managing Inflation and Retirement Planning on ABC News Channel 7 WXYZ
Paul Fenner, founder of TAMMA Capital, appeared on ABC Channel 7 WXYZ to discuss the impact of the CPI report on everyday Americans. He offered valuable insights on inflation, interest rates, and retirement planning, emphasizing the importance of high-yield savings accounts and diversified portfolios. Learn key strategies to manage your finances in today’s economic climate.
How to Protect Your Personal Information from Increasing Data Breaches
Learn how to protect your personal information from increasing data breaches with practical tips like investing in a credit monitoring service, using a password manager, and freezing your credit. Stay proactive and safeguard your data from cybersecurity threats.
Understanding the Economy: Debt, Productivity, and Perspective
Discover the complexities of the economy in this election year, where Colin Roche's insights reveal the unique fiscal advantages of the US government, the strategic use of debt, and the crucial role of productivity. Learn how balanced perspectives and data-driven analysis can help navigate economic challenges and uncover opportunities for growth and prosperity amidst the sensationalized headlines.
Navigating the Real World: Advice for Graduates
Explore valuable insights for graduates navigating the real world in this thought-provoking blog post. Challenge the conventional notions of following passion, embrace authenticity, make informed decisions, plus other actionable tips to thrive in the post-graduation journey. Congratulations, graduates—your roadmap to success awaits!
Understanding Capital Gains Taxes on Home Sales
Learn how to minimize capital gains taxes on your home sale with expert insights. Discover key strategies to reduce tax liabilities, including maximizing Section 121 exclusions and tracking eligible costs. Gain valuable tips on increasing your home's basis and navigating IRS guidelines for eligible improvements. Optimize your profits and minimize your tax bill with careful planning.
Beyond the Numbers: Understanding America's Economic Pulse
Understand the nuances of economic perceptions, partisan influences, and demographic variances shaping Americans' views. Discover strategies for navigating uncertainty and achieving financial security in today's dynamic landscape.
Navigating the College Application Journey: Insights from a High School College Counselor
Discover expert insights and invaluable advice for navigating the college application journey. Learn about crafting the perfect college list, managing application anxiety, standing out in a competitive field, mastering study skills, and fostering independence. Get ready to empower yourself and your student for success with this comprehensive guide.
The Second Half of Your Life
Discover strategies for navigating the evolving landscape of the second half of life in our latest blog. Explore insights on developing a second career, managing time effectively, and embracing social entrepreneurship. Start planning your fulfilling and purpose-driven future today.
Guided by Experience: The Transformative Power of Mentorship
Discover the transformative power of mentorship in navigating life's challenges and accelerating personal growth. Gain insights into the profound impact of mentors and how their guidance can turn life's chaos into a well-choreographed dance of success and fulfillment.
It's All Inside Your Head
Explore the impact of market volatility on our emotions and investment decisions. Discover how our brains react to financial threats and the strategies to navigate turbulent markets with perspective and adaptability.
What We Really Need Our Money to Do for Us
Discover the true essence of wealth beyond mere accumulation. Explore the transformative power of investing in yourself, alongside expert insights on financial planning, strategic diversification, and the holistic approach to portfolio management.
Financial Reality Through an Unfiltered Lens: The Honest Instagram
Ever wondered what Instagram would look like if it showed the real financial stories behind those perfect snapshots — the bills, budgets, and sacrifices — and how it could transform our understanding of wealth and financial planning? Read on for more…
How a Financial Planner Can Help You
In today's complex financial landscape, securing your financial future requires more than just investment advice. A skilled wealth advisor serves as your trusted guide, helping you navigate through life's various stages and challenges while ensuring your long-term goals are met.
Navigating Tax Season: The Importance of Tax Planning vs. Tax Preparation
Discover the power of tax planning versus tax preparation in shaping your financial future. Learn how proactive tax planning can minimize liabilities and maximize efficiency, compared to the compliance-focused approach of tax preparation. Explore the key differences and benefits of each strategy to make informed decisions for your financial well-being. Embrace tax planning to navigate complexities and optimize your financial landscape.