Did you recently graduate from college? The years after graduation are crucial not only for getting a career underway, but also for planning financial progress. Consider making these money moves before you reach thirty. Direct a bit of your pay into an emergency fund. Just a little cash per paycheck. Gradually build a cash savings […]
Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is as good an occasion as any to alter your behavior. #1: Lending money to family & friends. You may know someone who has […]
Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, people without their financial affairs in good order risk leaving their heirs some significant problems along with their legacies. No matter what your age, here are some things you may want to accomplish […]
Happy Holidays! As we wrap up the current year, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation. Want to get a jump-start on 2018? Here are 10 financial best practices to energize your wealth management efforts. 1. Save today for a better retirement […]
In the face of political drama at home and abroad, it’s certainly been a summer for trying our patience, hasn’t it? For anyone who has ever been a parent or a child – that is, for everyone – there are several comparisons we can draw between good parenting and good wealth management. For both, plenty […]
In our last post, “Are You Overdo for a Financial Review?” we explored how an advisor like Vertical Investments can help you assess where you’re at today and position you and your financial arrangements for where you would like to be tomorrow. Once this sort of initial preparation is complete and you’re headed in the […]
Today, I’d like to address an important subject … but first, I have a confession to make. Recently, I had a conversation that made me realize I had been subconsciously assuming that everyone “just knew” how to differentiate a financial advisor from a financial trader, and why that would even matter. I won’t go into […]
In our last post, “Are You Overdo for a Financial Review?” we explored how an advisor like Vertical Investments can help you assess where you’re at today and position you and your financial arrangements for where you would like to be tomorrow. Once this sort of initial preparation is complete and you’re headed in the […]
In our last post, “Go With the Flow Investing,” we introduced three steps to sensible investing: Planning Education Application A critical part of that first part – planning – includes not only determining where you want to go, but making a solid assessment of where you stand today. After all, if you don’t know the […]
