iOS app Android app

Financial Planner

Can Blanche Make Your Retirement Sexy?: Golden Girls Retirement Plan, Part 3

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

By pooling their resources as housemates, Golden Girls' hottie-of-a-certain age Blanche Devereaux and her homegirls Dorothy, Rose and Sophia keep on living the good life through retirement.

Powerball Billions: Jackpot Payouts a Blessing or a Curse?

David Rae | Posted 01.20.2016 | Business
David Rae

Just when you thought it was safe to be a lottery winner comes the buzzkilling news that many winners, even those in the multimillion dollar range, manage to blow through their windfalls and are back to broke in under seven years.

5 Essential Steps to Help Your Financial Future in 2016

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

OK, I'm not going to call the following your Financial New Year's Resolutions because too many resolutions get broken all too easily (yes I'm talking to you, cheesecake!) But these 5 steps really do have the power to transform your money picture from meh to mega.

The Ultimate Guide on How to Find a Financial Advisor

James C. Gibson | Posted 12.29.2015 | Business
James C. Gibson

There is so much financial advice out there. Trying to find the right person to trust is intimidating. It's no wonder why more and more people are turning to the internet to learn how to find a financial advisor that is best for them.

What New Year's Resolution Do You Prefer: An Hour at the Gym Every Day, or an Hour (Total) With a Financial Professional?

Jerry Patterson | Posted 12.15.2015 | Business
Jerry Patterson

I recently had my own Groundhog Day scenario, but it wasn't about improving my physical health and wellness. I took part in a research project involving one-on-one interviews with Americans of all ages and backgrounds, to hear about their retirement plans and overall financial wellness.

One Critical Expense Most Financial Plans Don't Address

PaladinRegistry.com | Posted 11.18.2015 | Fifty
PaladinRegistry.com

With people living so long these days, why haven't financial planners been more focused on how to help clients who are planning for retirement specifically plan for longevity? The more sobering side of longevity, that is.

Why You Should Think Twice About Spending That Bonus

Nathaniel Sillin | Posted 11.18.2015 | Business
Nathaniel Sillin

So to heck with that bonus check, right? Wrong. You've been given a good opportunity to think about your job, your annual earnings and the financial decisions you're making and might need to make in the future. Here are ways to proceed.

Your Year-End Financial Checklist

Nathaniel Sillin | Posted 11.11.2015 | Money
Nathaniel Sillin

The final weeks of the year are a last-minute chance to clean up bookkeeping before tax time, make final spending decisions and seek financial advice for 2016. Here are a few tasks you might want to schedule.

Financial Savvy: Investment Risk vs. Market Volatility

David Rae | Posted 10.08.2015 | Business
David Rae

When the stock market goes crazy, people go nuts. The ensuing insecurity has them thinking that stashing their money in a mattress at home is safer than investing it anywhere with anyone. But one should know the differences between risk and volatility to avoid silly and irrational investing mistakes. Let's clear the confusion once and for all.

Your Financial Plan: Carrots or Carrot Cake?

Marc Campbell | Posted 09.25.2015 | GPS for the Soul
Marc Campbell

My son is 6 and, no surprise here, he really doesn't like to eat his vegetables. But, unlike when he was 3, he at least now understands that eating ...

The Ballers Guide to Choosing a Financial Advisor

David Rae | Posted 09.08.2015 | Business
David Rae

Second in a series. Having concluded its first season and been renewed for a second, the hit HBO show Ballers on life after football paints a pictur...

Fiscal Ballers 1: Playing Defense on Finance for Those Cursed with Too Much, Too Soon

David Rae | Posted 08.05.2015 | Business
David Rae

First in a series. Sure, the hit HBO show Ballers on life after football -- starring none other than a super suave Dwayne 'The Rock' Johnson -- is dripping with sex, sun and swag. But the real story behind the story is about finances and the show gets it right on the money.

6 Ways a Financial Adviser Can Help You

PaladinRegistry.com | Posted 07.09.2015 | Business
PaladinRegistry.com

Many may view the role of a financial adviser as one who has unique insights into the market to give their clients an advantage. However, that belief is far from the truth.

Part 3: Valuable Tips for Parents of Millennials from the Gen Y Guy

Jerry Patterson | Posted 09.30.2015 | Business
Jerry Patterson

My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. That research illustrated a number of key themes that highlighted how to help millennials save money and prepare for the future.

5 Reasons Millennials Don't Trust Financial Planners

Casey Bond | Posted 06.30.2015 | Business
Casey Bond

Some millennials who would be excellent candidates for financial planning services never take advantage because they don't understand what it entails, the benefits of hiring a financial professional or even what type of professional they need.

Are Your Gay Friends Making You Poor?

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

Tip of the week: Know what you can afford and don't be afraid to say no. You can always say yes later when your financial planning pays off with some big dividends.

Part 2: Valuable Tips for Financial Advisors from the Gen Y Guy

Jerry Patterson | Posted 05.07.2015 | Business
Jerry Patterson

My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. In addition, we also investigated the role (or lack thereof) a financial advisor plays in helping millennials plan and save. The results? As varied as their personalities.

6 Retirement Planning Myths

PaladinRegistry.com | Posted 05.07.2015 | Money
PaladinRegistry.com

Retirement is often thought of as a far off and hard to achieve nirvana, here are a few endearing myths that may throw off your financial planning.

Planning a Home Remodel That Actually Pays Off

Jason Alderman | Posted 03.07.2015 | Money
Jason Alderman

Winter is a good time for considering home repairs and improvements so you and your checkbook will be ready for the spring thaw. It's also a good time for prospective home buyers to prioritize what features are must-haves when purchasing, and which can wait for potential remodel down the road.

5 Financial Advice Givers You Need to Ignore

David A. Dedman | Posted 02.15.2015 | Money
David A. Dedman

Who did you turn to? Family, friends, online or your bank?

Finding The Right Financial Advisor -- Where To Start?

Carrie Schwab-Pomerantz, CFP | Posted 02.09.2015 | Money
Carrie Schwab-Pomerantz, CFP

Financial advice isn't all or nothing. You're in control and can choose the type and amount you want.

5 Reasons to Meet With a Financial Planner

PaladinRegistry.com | Posted 01.14.2015 | Money
PaladinRegistry.com

Financial planners help their clients build a financial portfolio and determine the best way to allocate your investments. However, there are plenty of other major life events that would merit a trip to the financial planner.

What's a Financial Intervention?

David A. Dedman | Posted 11.23.2014 | Money
David A. Dedman

If you know someone that is showing truly financially destructive behavior, try to approach the person and let them know that they are hurting themselves. If they resist, then it may be time for an intervention.

3 Big Differences Between a Financial Planner and an Investment Advisor

James C. Gibson | Posted 10.28.2014 | Business
James C. Gibson

It's no secret. There is a massive shift happening in the financial advisement industry. There are so many great opportunities opening up for young investors with smaller portfolios to have access to the same investment advisors and funds that millionaires have access to.

Columbo Had His Questions, But He Never Hired a New Financial Adviser

David A. Dedman | Posted 10.28.2014 | Money
David A. Dedman

Now you are your own Columbo. You have a few questions at the ready to slip into the conversation after they get to talking. Maybe after the pleasantries? Remember, you are looking for straightforward answers to the questions. No evasive stuff.