Personal Finance

Learn more about topics related to saving, budgeting, taxes, estate planning, and navigating the stock market. Additional personal finance information on retirement, saving for college, and more can be explored under the menus on the left.  Personal finances are an essential building block towards meeting any of your primary financial goals.

Feathering the Nest

by Danielle Schultz, CFP, CDFA Nov 01, 2020 Young families are certainly facing more challenges than was typical for baby boomers at their age. The high costs of college — your own and your children’s, the uncertainty of employment, the high cost of housing and the disappearance of pensions all make demands on planning.

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The Bucket Approach

by Danielle Schultz, CFP, CDFA Sep 25, 2020 The bucket strategy divides your spending into three simple categories, immediate spending, medium-term goals, long term savings.

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Good Actions to Take During the Economic Crisis

by Danielle L. Schultz, CFP, CDFA Mar 24, 2020 Ways to weather a downturn: examine your cash, pick up bargain stocks, improve your skills, learn about catastrophe prevention, learn self-soothing strategies.

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Digital Hoarders, Clean Up Your Finances!

by Matt Mondoux, CFA, CFP, CMT Sep 15, 2020 Your Family Should Be Able to Access Your Online Accounts, if Necessary

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Tesla’s Check Engine Light Is Glowing

by Sam Levine, CFA, CMT Feb 06, 2020 The question is whether the risk/reward ratio favors the buyer or the seller.

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Battery Advances Needed for Electric Vehicles to Take Off

by Walter Kirchberger, CFA Sep 15, 2020 Learn what is needed to make electric vehicles turn a profit.

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Should You Invest in Marijuana Stocks?

Aug 13, 2019 It is really a question of when, not if, the federal government legalizes marijuana.  Then it will be possible to build national pot brands – this is where the money will be made.

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Want to Be a Better Investor? Stop Staring at Your Stock Portfolio

by Vitaliy Katsenelson, CFA Apr 09, 2019 Next time you notice the price of a stock you own moving up or down, think about the factors that may be influencing that move.

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The Advantages of Saving and Investing Early

by Dan Krstevski, CFP May 31, 2017 There are several key benefits from investing early versus waiting, such as compound interest, time and risk, and experience.

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Money Mistakes

by Amanda Lehnert, CFP Feb 25, 2020 It’s easy to be emotional, or complacent about money, here are four money mistakes to look out for.

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Letter to a Young Investor

by Vitaliy Katsenelson, CFA Jun 06, 2019 Autor, Vitaliy Katsenelson, CFA shares investing advice to new to investors.

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