Financial Poise

Personal Finance

magician's poster, what not to do seeking financial planning advisor

Choosing a Financial Planning Advisor: No Magic Involved

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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Retiring abroad image of Spain

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

It’s Better When You’re Older, Wiser, and Richer A lot of people contemplate retiring abroad. In college, did you dream of spending a year in Europe? Maybe you hoped to […]

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buy a website

Psst…Wanna Buy a Website?

Websites Can Be Attractive Alternative Investments Have you ever yearned to buy a website? Someone suggested you can flip a website like a house. I guess there are some similarities […]

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budget-friendly meals

Budget-Friendly Holiday Meals: Take the $100 Challenge

Your holiday meal is costing too much, but it is possible to create budget-friendly meals at just $100… if you can accept the challenge.

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Giving money to charity

Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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deal terms

Evaluating Deal Terms in Crowdfunding Investments Part 1: Straight Equity

Angel investing, in this case through crowdfunding platforms, involves at least one step that you don’t normally undertake when investing in public securities: evaluating deal terms. For most investors, crowdfunding […]

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retirement plan fees

Retirement Account Fees Can Cost You Plenty

As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.

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Interest Rates Could Increase Inflation

Can Higher Interest Rates Increase Inflation?

We’ve been having an ongoing discussion about commonly cited reasons inflation has become a global phenomenon since 2021. These factors range from the lasting impact of the pandemic to domestic […]

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Entwined adult hands, here symbolizing property rights for unmarried couples

Estate Planning for Unmarried Couples: P is for Planning, Not Palimony

Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning.

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brains and money

Studies Prove Brains and Money Are Connected

This Is Your Brain on…Money. Any Questions? How are brains and money connected? Economists have considered money from every angle for ages, but the research field of neuroeconomics is relatively […]

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