Financial Poise

Personal Finance

A dictionary for financial advisor terminology

The Financial Urban Dictionary: A Financial Planning Glossary to Help You Speak with Your Advisor

Don’t let fancy financial advisor language intimidate you. This financial planning glossary explains the jargon with flare.

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Finding health and financial balance

Waistlines and Wallets: How Your Health Affects Your Financial Wellness

Your financial wellness is linked to your everyday health habits. Better nutrition, exercise and sleep can reduce debt and financial stress.

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Frugal living tips to grow wealth

The Psychology of Spending: Overcome Bad Habits, Save Your Money and Grow Your Wealth

Don’t let the current psychology of spending empty your wallet. Learn how to save your money with these frugal living tips.

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Financial planning for women and wives

Women: It’s Time to Take Charge of Family Finances

Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women.

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Is College Worth It

Maybe It’s Time for a Gap Year: Will Traditional College Be Worth the Cost in a Post-COVID World?

COVID-19 has thrusted universities online, but full tuition has students asking, “Is college worth it?” Investing in college may take on a digital meaning.

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a family sits on a lawn, representing managing family wealth and legacy

6 Ways to Manage Family Wealth and Create Your Family Legacy

Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family’s purpose.

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magician's poster, representing what not to do in looking for financial planning advice and a financial planning advisor

Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Planning Advisor (and 5 Dos)

Getting great financial planning advice can feel like magic, but sleight of hand isn’t something you’re looking for in a financial planning advisor. Do your research or you may watch your money disappear.

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woman leans her head on a table, represeting consequences of sleep deprivation

Sleep Deprivation and Work Performance: How Americans Lose Billions Each Year

Research shows sleep deprivation and work performance are correlated, which could hurt your income. Are you losing time and money?

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woman laughs with delight looking at her business plan, representing following your dreams

Time, Money, Happiness: The Risks and Rewards of Following Your Dreams

Following your dreams can be risky—and scary. Follow these three steps for evaluating your passion project and calculating the opportunity costs of your decisions.

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ceramics on wooden shelves, representing how to protect your personal assets

How to Protect Your Assets Now to Cover Your Ass(ets) for Later

Whether you own real estate or antique jewelry, knowing how to protect your assets will help you avoid costly disasters and increase appreciation.

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