Father Knows Best

Father Knows Best

I have three children ranging in ages from 16 to 24 years old. In other words, two of my kids are legal adults! Whoa! How does that impact our daily lives and our financial plan? The relationship between parent and child is of fundamental importance to U.S. society, because it preserves the safety and provides

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Investing

Invest Like a Girl

While recently participating in a professional education conference, I attended a session on the subject of women and investing. Going into it, I expected a discussion around communication styles or financial planning needs that might be unique concerning female clients. However, I quickly realized that the speaker’s topic was actually around the research showing that

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SRI

Socially Responsible Investing

Sustainable, responsible, and impact investing (SRI), which is a discipline that avoids or favors certain investments for moral or ethical reasons, has become big business, with an increasingly wide range of options for investors. SRI consists of three main parts: screened investing, shareholder advocacy, and community investing. In the 1970’s, a new era was emerging

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Human Capital

Investing in Human Capital

It’s always a “smart” investment strategy… When trying to establish an individual’s net worth, most people think first and foremost about financial capital—how much someone’s house is worth or how much money he or she has in the bank. There is, however, a second component to personal and professional value that’s a little more difficult

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Saving Plan

Savings Limits

Penny-Pinching Consumers The economy has spurred Americans to save money any which way they can. Here’s where we’re pinching pennies: Purchasing more generic brands  63% Brown-bagging lunch  45% Going to the hairdresser or barber less  39% Cancelling one or more magazine subscriptions  33% Cutting down on dry cleaning  22% No longer purchasing morning coffee  21%

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