Personal Finance Articles

  1. Top Tips for Managing a Prospective Client Meeting

    These tips are essential when it comes to managing that first meeting with a prospective client.
  2. How Much Rent Can You Afford on $50K a Year?

    Before you go apartment hunting, spend some time calculating a price range that works for you. Here's how.
  3. What a GM and Lyft Partnership Means

    The partnership between Lyft and GM could revolutionize the automobile industry.
  4. 5 Questions to Ask Before Investing in a Startup

    Investing in start-ups can be profitable but investors need to do their homework before diving in.
  5. Student Loan Refinancing: The Pros and Cons

    To refinance your student loan or not? Here are the top pros and cons to consider.
  6. Mutual Vs. Publically Traded Insurance Companies

    Should you buy your insurance policy from a mutual or publically traded insurance company?
  7. The High Growth Potential of Brazil's Pharma Market

    With high growth in the last decade, can Brazil’s pharmaceutical market sustain its momentum in future?
  8. 6 Signs You Are OK to Retire

    As you approach retirement age, there are a number of factors to consider before deciding on when you want to retire. Here ...
  9. Are Student Loans Putting Your Retirement At Risk?

    Can't think about saving for retirement because you are drowning in student loan debt? Here are some solutions.
  10. Retiring in Your 30s: Is It Even Possible?

    Retiring in your 30s is possible for some, but is it the best life change for you?
  11. Tips for Talking About Money at Every Step of a Relationship

    How much you talk about money differs, depending on the stage of the relationship.
  12. Understanding Credit Card Interest

    Paying these rates can impact your disposable income and your investment returns.
  13. 8 Ways for Retirees to Improve Their Credit Score

    These simple strategies will go a long way toward helping raise a damaged credit score.
  14. 10 Unfamiliar Ways to Help Pay Down Medical Bills

    Mounting medical bills can be frightening. But these out-of-the-box solutions can help you avoid ruining your credit rating ...
  15. Medicare 101: Do You Need All 4 Parts?

    At age 65, most people have to sign up for Medicare. Learn which of its four programs are mandatory – and which you can skip.
  16. Why Silicon Valley Unicorns Could Soon Be Extinct 

    It seems inevitable that the throng of unicorns that have ruled Silicon Valley will become gradually thinner over the coming ...
  17. Retired? Tips for Spending Your Nest Egg Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  18. The Best Retirement-Planning Apps

    Developing a retirement strategy can be quite burdensome. Fortunately, modern technology is here to help, in the shape of ...
  19. Stages of Retirement Planning

    From twenty- to sixtysomething, here are some age-targeted ways to plan for your life post-job.
  20. The Impact of 2015 Tax Extender Bill on Savers

    The passage of the PATH legislation at the end of 2015 gives advisors more clarity on how to help clients with tax and financial ...
  21. Boomers: Here's Why Your Nest Egg Could Fall Short

    Baby Boomers' savings could fall short of providing for the kind of retirement they expect. Here's what they can do about ...
  22. Which Robo-Advisor is Best? Here's a Shortlist

    Robo-advisors are not going away anytime soon. Here is a look at 2016's best options for investors considering this form ...
  23. Bernie Sanders' Socialized Medicine: Tax and Save?

    Vermont senator and Democratic presidential hopeful Bernie Sanders laid out his ambitious healthcare plan during the recent ...
  24. Amazon Shareholders Should Worry About Prime Air

    Amazon's Prime Air is an amazing idea that is filled with potential issues that should worry shareholders.
  25. Index Funds Explained

    Indexing strategies have been around for long, but many investors still don’t understand what a powerful tool they can be ...
  26. Financial Literacy Tools for Small Business Owners

    Learn more about where you can access some of the best free financial literacy resources and tools available for small business ...
  27. 5 Denver Startups That Emerged This Century

    Learn why Denver is one of the hottest markets in America for startups, and identify five of the top startups that are emerging ...
  28. 5 London Startups That Emerged This Century

    Learn why London's startup scene is so prolific, and identify some of the hottest companies emerging from this scene as of ...
  29. Dividend-Paying Whole Life Insurance: What to Know

    Many whole life insurance policies pay dividends. Here are what policyholders need to consider.
  30. Qualifying for Medicaid: How to Better Your Chance

    Getting started on Medicaid can be very difficult, so here are four steps that should increase your chances of getting accepted ...
  31. Is a Roth IRA Conversion Right for Your Client?

    Here are the factors advisors and their clients need to consider when it comes to Roth IRA conversions.
  32. 4 Signs Your Business is Ready for the Next Stage

    Is your business is ready for the next level? The signs may not be what you think. Structure, processes and mastering your ...
  33. Online Tools to Help Make Retirement Savings Last

    These online tools can help stretch retirement dollars as far as possible.
  34. 5 Boston Startups That Emerged This Century

    Learn why Boston is a hot market for startups, and familiarize yourself with a few of the top startups that have emerged ...
  35. 5 Raleigh-based Startups That Emerged This Century

    Learn about the startup scene in the Research Triangle hub of Raleigh, North Carolina. Discover which startups are the hottest ...
  36. 3 Affordable Arizona Retirement Communities

    Discover the reasons why many active adults enjoy retirement in Arizona, and learn more about some of the most affordable ...
  37. How to Avoid Overpriced Annuities

    The key to not paying excessive fees for annuities is understanding how they work. Here's what you need to know.
  38. 5 Top Strategies for Generating Retirement Income

    These are the most common types of investments that can generate income on a regular basis during retirement.
  39. 5 Toronto Startups That Emerged This Century

    Learn how Toronto has built a fertile climate for startups, and identify some of the top companies to emerge from the city's ...
  40. 10 Chicago-based Startups That Emerged This Century

    Understand why Chicago has become one of the best places to work or start a new business. Learn about the top 10 startups ...
  41. eBay: An Activist Investment Analysis (EBAY)

    Find out how legendary investor Carl Icahn took on e-commerce giant eBay in 2014 in a battle that led to eBay separating ...
  42. Austin, Texas: The Best Retirement Communities

    Discover five of the most desirable retirement communities for seniors located in the Austin/Georgetown metropolitan area ...
  43. How Advisors Can Help Clients Stomach Volatility

    Investing has its ups and downs, but financial advisers can do much to prepare their clients and their clients' portfolios ...
  44. Is Apple a Threat to Tesla's Electric Car? (TSLA, AAPL)

    Look at Apple's plans to develop and build an electric car by 2019, and how that will impact Tesla's electric car, which ...
  45. 4 Economic Challenges South Korea Faces in 2016

    Learn about the economic challenges South Korea faces in 2016. Discover the impacts of currency fluctuations, the Chinese ...
  46. Retirement's Evolution: How Advisors Can Profit

    As the retirement landscape shifts, advisors unable to adapt to a forward-thinking business model may find themselves left ...
  47. Beach House Investing: Best Beach Towns in Long Island, New York

    Learn about the three beach house locations on Long Island that investors should consider for beach house investing projects ...
  48. The Companies That Are Funding Uber and Lyft

    Learn how Uber and Lyft compete for venture capital investors from the United States and China, even as the payoff seems ...
  49. Living in the Dominican Republic on $1,000 a Month

    Determine whether a $1,000 monthly budget is enough to live comfortably and safely in the Dominican Republic, an island nation ...
  50. Answer These 7 Questions Before Applying for a Loan For Your Startup

    Learn the seven key questions every budding entrepreneur needs to have answers to before sitting down with a lender to discuss ...
  51. Best US Equity Sector Since Market Peak October 2007

    Find out about the best U.S. equity sectors since market peak in October 2007, how they became the best and what may happen ...
  52. The Top 5 Biotechnology Mutual Funds for 2016

    Explore detailed analyses of the top biotechnology-related mutual funds for 2016, and learn about the characteristics of ...
  53. Fixed Income Trader: Career Path & Qualifications

    Discover the career path the most fixed income traders follow and learn more about the qualifications needed and the average ...
  54. 3 Luxurious New York Retirement Communities

    Discover why retirees are attracted to New York as a retirement destination, and learn more about three of the most luxurious ...
  55. California's 3 Most Affordable Retirement Communities

    Discover why California is a popular retirement destination, and learn about some of the most affordable retirement communities ...
  56. Target-Date Funds Vs. S&P 500 Indexing

    Learn the pros and cons of target-date funds, and why they are increasingly popular in 401(k) plans. There are also ways ...
  57. Accountant: Career Path & Qualifications

    Learn the different career paths a new accountant can take, and understand the educational requirements for the career, which ...
  58. What's Better: Whole Life or Term Insurance?

    Life insurance can be a difficult decision to make, especially for a young adult. Here's a look at the benefits and costs ...
  59. This Big Expense Can Ruin a Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  60. Why the Young and Rich Fire Their Advisors

    The top reasons why affluent Millennials fire advisors may sound a little unusual. Here's what advisors should know.
  61. 3 Connecticut Retirement Communities That Won't Break the Bank

    Discover why Connecticut is a popular retirement destination for many individuals, and learn about some of the most affordable ...
  62. 5 Things to Ask Before Hiring a Financial Advisor

    Choosing a financial advisor isn't an easy task. Here's a list of the most important things to consider when planning for ...
  63. Beaufort, South Carolina: The 5 Best Retirement Communities

    Discover why the Hilton Head area of South Carolina is a popular destination for retirees, and learn about the top five retirement ...
  64. Six of the Best Credit Cards for Seniors

    You’re retired, but the expenses don't stop. If you’re looking for a new credit card, which should you choose? Here are six ...
  65. Controller: Job Description & Average Salary

    Learn about becoming a controller and what the job entails. Understand the education and skills required, and how much money ...
  66. 5 Detroit-based Startups That Emerged This Century

    Learn how startups are changing the face of Detroit, a city long dominated by large corporations, and identify the specific ...
  67. Living in China on $1,000 a Month

    Learn how you can live comfortably on a $1,000 monthly budget in China, a country known around the world for its growing ...
  68. Budgeting Tips: Living in Costa Rica on $1,000 a Month

    Explore the cost of living in Costa Rica, and learn how you could sustain a nice middle-class lifestyle for yourself on about ...
  69. Traditional IRA Deductibility Limits

    Find out whether you can take a tax deduction on the contributions you make.
  70. Is Altria Stock Suitable for Your IRA or Roth IRA? (MO)

    Discover if Altria Group Inc.'s stock is the near-perfect investment vehicle for an IRA or a Roth IRA. Learn how to exploit ...
  71. Dallas, Texas: The 5 Best Retirement Communities

    Discover why the Dallas/Fort Worth area of Texas is a popular retirement destination, and five of the best retirement communities ...
  72. Powerball Mania: Take the Annuity?

    Should you win the lottery, you need to decide how to accept your winnings: lump sum or annuity payouts. Here's how to choose.
  73. Arizona's 4 Best Cities For Ultra-Rich Retirees

    Discover the aspects that make Arizona an attractive destination for retirement, and learn about the cities where retirees ...
  74. 10 New York City Startups That Emerged This Century

    Understand why the startup scene has grown, and discover why it has become a large part of New York City. Learn about the ...
  75. Is Delta Stock Suitable for Your IRA or Roth IRA? (DAL)

    Learn about Delta Airlines and the factors that affect the company's performance. Discover if Delta stock makes an appropriate ...
  76. Is Boeing Stock Suitable for Your IRA or Roth IRA? (BA)

    Understand why portfolio managers are bullish on Boeing, and determine whether this stock is more suitable for a traditional ...
  77. How Does Zola Work and Make Money?

    Learn how the online retailer startup Zola is bringing the wedding registry industry into the 21st century with a vast array ...
  78. Top 4 California Cities to Retire if You're Ultra-Rich

    Discover why many rich individuals are choosing to retire in California, and some of the cities that are popular as retirement ...
  79. How the New Allergan Plc Will Make Money

    Allergan plc is not only enormous, it's about to more than double in size. Here's why and how.
  80. Waddell & Reed vs. Robo-Advisors: A Comparison

    The Waddell & Reed model is a traditional approach to financial planning. Here's how it differs from robo-advisor platforms. ...
  81. Famous Women Financial Advisors You Should Know

    You've seen the financial gurus on TV but have you seen these top six financial advisors? They have a lot to offer and a ...
  82. The World’s Wealthiest People Under Age 35

    The fortunes of the wealthiest individuals under age 35 were, in large proportion, amassed by founding technology-related ...
  83. Consumer Defensive Stocks: Are These 2016's Best?

    These eight consumer defensive stocks meet strict objective parameters for top-tier investment potential in 2016.
  84. Tips for Helping a Junior Advisor Succeed

    Bringing on new partners means helping them get acclimatized and showing them the ropes. These tips help get you started ...
  85. Data Analyst: Job Description & Average Salary

    Learn about a data analyst career and how much money you can expect to make. Understand the skills and education needed to ...
  86. 3 Luxurious Massachusetts Retirement Communities

    Learn why Massachusetts is favored among certain retirees, and discover more about some of the most luxurious retirement ...
  87. CreateSpace or FastPencil: Which Self-Publishing Platform Should You Use

    Here are the pros and cons of the self-publishing services offered by CreateSpace and FastPencil.
  88. Self-Driving Cars: Get Ready For A Major Shift

    The popular use of self-driving cars will cause some sectors to grow, will make some shrink or disappear, and will cause ...
  89. 4 Financial Fitness Tips for 30-Somethings

    When it comes to investing, your retirement plan could be considered the core of your financial well-being. Here we tell ...
  90. New Jersey's Economy: The 9 Industries Driving GDP Growth

    Learn which eight industries are driving New Jersey's economy. See which sectors employ the most people and which industries ...
  91. Pinterest:  Bringing the Ca-Ching to the Retail Register

    Pinterest is more than just an online scrapbooking platform. It's a unique form of social media that spreads product awareness ...
  92. 6 Books for Rental Property Investors

    We'll look at six books that can help make you a better rental property investor.
  93. Talking to Your Kids About Your Retirement

    Having a frank conversation with your adult children is a good way to manage their expectations about future help from you. ...
  94. Disney Rewards Visa vs. Disney Premier Visa Card

    Disney lovers, find out which Disney credit card is right for you.
  95. The Powerball Lottery Jackpot: Key Lessons

    You already know this: You aren't going to win the Powerball jackpot. But here's why thinking about it can be instructive.
  96. The Top 12 Weirdest Scholarships Available

    Cut your college expenses drastically by winning one of these off-the-wall scholarships.
  97. The Continuing Retirement Savings Crisis

    While Americans work more hours than employees in any other developed country, they're coming up woefully short in retirement ...
  98. How to Boost Social Security Spousal Benefits

    There are a wide variety of complex spousal Social Strategy strategies. Here are the best ways to get the most out of them. ...
  99. Roth vs. Traditional IRA: Which Is Right For You?

    To answer this question, you need to consider several of the factors we outline here.
  100. Characteristics of the Ultra Wealthy

    Ultra-high net worth individuals have certain characteristics in common, such as education, gender, age, industry, and even ...
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