Financial Poise

Personal Finance

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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young woman shows her grandmother financial tips for widows on her iPhone

6 Financial Tips for Widows in the Age of Coronavirus (COVID-19)

An aging population and global pandemic bring need for emotional and financial help for widows. Here are 6 financial tips for widows and widowers.

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a pathway between trees represents the trees, making a will, who needs a will and the importance of a will

I’m Not Very Wealthy, Should I Still Make a Will?

Don’t ask who needs a will. Ask how to make a will. Estate planning is important, regardless of the number of assets you own.

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a man and a woman sit on a park bench, in an obvious fight, representing splitting assets in divorce

Finances in Divorce: Dealing with Transition

Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.

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A Macbook Pro, representing digital estate planning

What is Digital Estate Planning?

What happens to your digital assets when you die? Digital estate planning can safeguard your online assets and protect your digital legacy. 

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a woman shops at a second hand shop, embodying budgeting tips an frugal living

Frugal Living is in Reach — Avoid These 6 Spending Mistakes to Save Money

These 6 costly mistakes may be keeping you from frugal living. Get budgeting tips from the house to the gas station that will help you save.

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An elderly woman and her granddaughter excitedly examine their stock portfolios on the granddaughter's phone, as they discuss tax strategy and variable annuities

Multi-Generational Tax Strategy for High Net Worth Families

To protect wealth for future generations, high-net-worth families shoud consider private placement variable annuities in their estate planning tax strategy.

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