Hoping to Achieve Financial Freedom? These are 10 Habits You Should Have to Help You

Investing is a process that takes time, should be thoughtfully monitored and has a better chance of success if planned out.

As spring time comes back to many parts of the US, so does many ‘seasonal’ scams.  Partly because of tax season and partly because home projects ramp up, and travel ‘springs up’, this is the time of year to be more alert regarding potential scams.

In December 2016, FINRA (Financial Industry Regulatory Authority) released their report, “Investors in the United States 2016” .

How often have you walked into your bank and been ‘invited’ to open a new credit card, or better yet ‘refinance’ your debt?

It’s common for the previous generation to think that the younger ones are less responsible, spend more, save less, and the list goes on!

2017 Retirement Plan Savings Changes For those people that are participating in a traditional 401(k) or government retirement plan such as a 457 or 403(b), contributions will remain the same for 2017.

Better Now or Better Before? After the elections held last month (November 2016), many Americans are reflecting on how they ‘feel’.

Do You Need Long-Term Care Insurance? As Baby Boomers age, one of the planning decisions that needs to be made is how to go about providing for their long-term care needs.

Mental Accounting: Help or Hindrance? Mental Accounting attempts to describe the process where people code, categorize, and evaluate economic outcomes for their money.

Reasons to Avoid 401(k) Loans Many 401(k) plans offer the option to take a loan against a portion of your 401(k) balance.

The Fiduciary Standard In the investment world, there are two different standards that Investment Advisors and Broker Dealers must follow.

The Savvy Female Saver Women face a different challenge than their male counterparts; they are living longer and spending more time in retirement, but with less savings.

Welcome Chip Cards Last month (October 1, 2015) marked the date that retailers will now be held responsible for fraudulent charges that occur at their point of sale terminals if ‘chip technology’ was used during the purchase.

Fueling Financial Errors Finance in general has been based on rational and logical theories, and for the most part tends to be somewhat ‘predictable’.

The Empty Nest Syndrome Empty Nest Syndrome: is a feeling of grief and loneliness parents or guardians may feel when their children leave home for the first time, such as to live on their own or to attend a college or university.