Personal Finance
Investor behavior, family financial conversations, and planning decisions beyond the portfolio.
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Legacy Planning Isn’t Just About Wealth. It’s About Preparing the Next Generation
Guest Contributor -
Your Credit Card Rewards Aren’t Free. You’re Paying With Your Time.
Mary Beth Storjohann -
Your Emotional Storage Unit May Be Affecting Your Financial Decisions
Rick Kahler -
How to Talk to Aging Parents About Their Finances Before There’s a Crisis
Why families often delay difficult conversations with aging parents until a crisis leaves them with few choices
Eric Blake -
How to Choose a Financial Advisor for Your Small Business
Finding the right advisor alleviates the stress of managing ongoing cash challenges while protecting personal wealth
Zac Amos -
Why Earning More Money Isn’t the Same as Building Wealth
Confidence doesn’t come from collecting more opinions. It comes from gaining clarity, developing judgment
Christine Luken -
What Are We Really Saving For? The Financial Planning Lessons Hidden in Back-to-School Season
Education can be an expense. It can also be an investment in opportunity, independence, career growth, or personal fulfillment.
FPA NexGen -
I Thought I Knew Something About Aging
Maybe the most important thing I learned is to stop acting as though the choices I have today will always be available tomorrow.
Tom West -
Fear Is Derailing Your Financial Plan. Here’s What to Do Instead
When you make financial decisions, are you more concerned with preventing temporary emotional discomfort or planning for your future?
James E. Wilson -
The Saver-Spender Trap: Why Couples Keep Fighting About Money
This emotional cycle is one of the reasons that spending spreadsheets and planning sessions are often not enough to help couples change.
Rick Kahler -
Men and Women Retire Differently. Here’s What Retirement Plans Get Wrong
Longevity handed us the extra years. It did not fund them, and it did not tell us what to do with them. That part we design ourselves.
Guest Contributor -
Think You Don’t Need a Financial Advisor? Read This First.
Good Luck Investing on Your Own. A few things to consider before you decide you don't need a Financial Advisor
Don Connelly
