Investing: The Money Blind Spot For Millennials

by Sharen Hoekstraon January 27, 2017
The Millennial generation — the kids of boomers and Generation X — seems to really get the importance of saving. But based on four new surveys I’ve seen, Millennials also seem to have a blind spot when it comes to investing. If you’re the parent of a Generation Y son or daughter, I strongly encourage […]

One Big Way To Profit From Financial Fee War

by Sharen Hoekstraon January 26, 2017
If you can avert your eyes from the tumult surrounding the general election, there’s something really positive happening in financial services: A long-running war on fees is heating up. To be honest, this fee war has been going on for some time. The biggest mutual fund houses have been cutting their management fees to the […]

Is A 529 Plan The Best Way To Save For College?

by Sharen Hoekstraon January 26, 2017
For folks who expect to foot the bill for their kids’ college and maybe even graduate school education, it’s not a matter of whether to save but how to. There are state-sponsored 529 college savings plans, fancy gift trusts for education and plain old vanilla taxable savings accounts. Is one better than the other? “You’re […]

5 Mortgage Calculator Traps To Avoid

by Sharen Hoekstraon January 26, 2017
Mortgage calculators help us answer a number of important questions. From how much house we can afford to saving money on a refinance, a calculator provides the data we need to make critical financial decisions. As reported by the CFPB, however, we shouldn’t blindly follow a mortgage calculator’s results. In fact, there are several traps […]

10 Things To Know About IRS Forms 1099 At Tax Time

by Sharen Hoekstraon January 26, 2017
It's that time of year again, when IRS Forms 1099 arrive. Perhaps no one likes IRS Forms 1099 except the IRS. The agency loves them, because they allow for the easy computer matching of Form 1099 data against tax returns. Businesses may not like sending the forms out, but there are penalties for failing to issue them. Besides, no […]

How To Start Managing The Finances Of An Elderly Relative

by Sharen Hoekstraon January 26, 2017
Initiating a difficult conversation is much easier to do in happy times.  So is making a plan to take over the finances of an elderly relative. As parents live longer, more and more children find it necessary to step in and help pay bills, make investment decisions, and even apply for benefits or arrange for […]

3 Reasons Why You Need A Retirement Coach In 2017

by Sharen Hoekstraon January 26, 2017
Retirement coaching is a relatively new industry with a lot of misconceptions about it. Unfortunately, there is a sterile, outdated image of it that can include things that look like a combination of therapy, consulting, and an endless array of assessments to evaluate one’s capacity or “readiness” to retire. But retirement coaching is going through […]

How To Get Your Boss To Let You Work From Home

by Sharen Hoekstraon January 26, 2017
Winter weather wreaking havoc on your daily commute? Had it driving or taking public transit to and from work every weekday? If so, now might be the time to talk with your boss about telecommuting. The key to getting permission to work from home: knowing how to ask. Fortunately, working from home has become increasingly […]

What Do I Owe Again? 6 Tips For College Seniors Facing Down Student Loan Debt

by Sharen Hoekstraon January 26, 2017
The summer before my senior year of college, I was scrolling through my email when one subject line caught my eye: “Finish Line Grant.” I clicked on it. “Dear Alex,” it read. “We are excited to let you know that you have been awarded a Finish Line Grant – a scholarship given to you by […]

7 Decisions That Can Lead You To Financial Misery

by Sharen Hoekstraon January 26, 2017
One of the most controversial and trending topics to discuss today. Who is trolling whom— and what is the real agenda behind all those stories that you see on social media? When it comes to making money decisions, you need to decide what advice is real or fake—or be able to see the agenda behind […]
Full Story
Google Fonts
More Theme Info