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Financial Wellness

4 Warning Signs You Have an Unhealthy Relationship With Money

Lama Farran | Posted 07.17.2015 | Money
Lama Farran

As a money coach, I have observed several unhealthy financial behaviors. Having one or more of these habits is a warning sign that a shift is required.

How to Be Richer in One Year

GOBankingRates | Posted 07.13.2015 | Business
GOBankingRates

If you're serious about building a better financial foundation and meeting monetary goals, there are steps you can take. You won't see the changes overnight, but commit to one or more of these strategies, and within a year you'll be richer.

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

Jerry Patterson | Posted 09.02.2015 | 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.

Financial Wellness And Millennials: Hard Times Yield Important Lessons

Kent E. Allison | Posted 06.13.2015 | Money
Kent E. Allison

We all know by now that millennials are different. Not different in a bad way, just different. So it is no surprise that when it comes to managing their personal finances, millennials are taking a different path than the generations before them.

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.

Part 1: Powerful Retirement Tips for Millennials from the Gen Y Guy

Jerry Patterson | Posted 06.21.2015 | Money
Jerry Patterson

I recently had the opportunity to spend some time with Jason Dorsey, chief strategy officer for The Center of Generational Kinetics. Known as the Gen Y Guy, Jason is an acclaimed keynote speaker, generational researcher and best-selling author.

3 Ways to Be the 401(k) Knight in Shining Armor for Your Employees

Jerry Patterson | Posted 06.09.2015 | Money
Jerry Patterson

Just because employees are hardworking and loyal doesn't automatically mean they are financially astute and do a good job at planning for retirement, nor does it mean newer employees are bad at managing their money.

10 Resolutions for a Happy Financial New Year

Carrie Schwab-Pomerantz, CFP | Posted 03.04.2015 | Money
Carrie Schwab-Pomerantz, CFP

Stick to your budget, keep striving for your goals, talk to your family -- and measure your success. Most of all make these resolutions not only for the New Year, but for the rest of your life.

Hey Millennials! 8 Important Financial Tips from Your Future Self

Jerry Patterson | Posted 02.03.2015 | Money
Jerry Patterson

If you could go back 30 years and give yourself one piece of advice regarding retirement planning, what would you say?

How Can We Empower the Millennials to Live their Dreams

Partha Iyengar | Posted 02.02.2015 | Impact
Partha Iyengar

'You have to dream before your dreams can come true' - Abdul Kalam I live in India where more than half the population is below 35 years or what we...

Don't Let Communicating with Millennials Feel Like Eating in the Dark

Jerry Patterson | Posted 01.17.2015 | Business
Jerry Patterson

If you want to grab the attention of the millennial generation, you need to personalize and tighten-up your communications approach -- which frankly, is how we should have been doing it all along.

Baby Boomers and Student Loans are Pouring into Retirement

Jerry Patterson | Posted 12.23.2014 | Money
Jerry Patterson

A recent study by the U.S. Government Accountability Office indicated that "some 155,000 older Americans are now seeing deductions from their Social Security checks to pay off their federal student loans - up from 31,000 a decade ago."

Is the Internet Costing Lumberjacks Their Jobs?

Jerry Patterson | Posted 12.06.2014 | Money
Jerry Patterson

If you are a financial advisor, embrace the web and leverage digital learning to enhance your value proposition. Dedicate time to identify good videos, websites, digital books, webcasts, online classes and search terms related to financial planning.

Would You Rather See a Dog Brush His Tongue or Learn How to Prepare for a Secure Retirement?

Jerry Patterson | Posted 11.23.2014 | Money
Jerry Patterson

While you may not have time to read a book on financial planning or have the expertise to use elaborate financial-planning software, I would encourage you to take advantage of the amazing amount of free educational content available online. There are plenty of quick, bite-sized moments of learning that can have a material impact on your financial future.

Trying to Encourage Millennials to Save for Retirement? Three Key Factors to Consider

Jerry Patterson | Posted 10.26.2014 | Money
Jerry Patterson

Here are my top three things to consider if you're trying to encourage millennials to save for retirement.

Lump-Sum vs. Income Payments: Why Do So Many Retirees Take the Money and Run?

Jerry Patterson | Posted 10.13.2014 | Money
Jerry Patterson

The moment we're faced with deciding whether to take a lump sum often happens at the moment of retirement, which also means it's the moment our paycheck is turning off. Similar to a light switch turning off.

'Click': Are You Ready for the Big Switch?

Jerry Patterson | Posted 09.21.2014 | Money
Jerry Patterson

At the moment of retirement, our paycheck stops like a light switching off. (Click!) For many, Social Security checks are significantly lighter than a regular paycheck, and yet, most of us still do next to nothing to adjust to this new reality.

Are You 18 To 35? Read This Before You Spend Another Dollar

WiserAdvisor.com | Posted 09.14.2014 | Money
WiserAdvisor.com

Do you think that just because you're young, you don't need to worry about money? Guess again. Whether you're a high school graduate, college student or you've recently entered the working world, getting a good handle on your finances is key to living a happy life.

Spend It! You Earned It. 5 Great Ways to Begin Spending Your Kids' Inheritance Today

Jerry Patterson | Posted 08.12.2014 | Money
Jerry Patterson

Bucket lists do not just have to be the subject of movies. Write one. Make it ambitious. Start checking it off. Climb that mountain. Visit the seven wonders. Take those dance lessons. Buy that weekend car you always dreamed of driving

One Retirement Budgeting Binge Can Transform the Rest of Your Life

Jerry Patterson | Posted 07.28.2014 | Money
Jerry Patterson

So what does binging have to do with retirement planning? Most would say not much, but for many of us binging may be an answer to the age-old problem of seizing control of your financial destiny.

5 Important Money Habits You Can Start Before You're 25

Jerry Patterson | Posted 06.10.2014 | Money
Jerry Patterson

The earlier you begin saving money and the earlier you begin managing debt, the more likely you will be able to react to the challenges and opportunities that lie ahead.

Will You Outlive Your Money? Simple Question, But Do You Have the Answer?

Jerry Patterson | Posted 06.03.2014 | Money
Jerry Patterson

Don't be a deer in the headlights. Figure out the answer to the question.

Take the 10 Percent Challenge and Get on the Road to a Wealthier and Healthier You

Jerry Patterson | Posted 05.12.2014 | Money
Jerry Patterson

We borrow. We spend. For many of us, we find very little room to save for the future. We stress over finances which can often lead to, or contribute t...