Financial Poise

Show Me the Money! A Closer Look at Investing in Coins

June 23, 2025
/ Investing • Investors • Personal Finance
/ By Alicia Purdy

Tags: Alternative Assets, Investing Strategy, Investors, Personal Finance/Investing, Tangible Assets,

Building a collection of rare coins can be a fun way to diversify your investment portfolio particularly in a climate of economic uncertainty.

5 Frugal Living Tips for Tightening Your Budget

June 10, 2025
/ Personal Finance
/ By Michelle Gershfeld

Tags: Culture, Current Events, Financial Management, Financial Planning, Personal Finance/Investing,

These 5 costly mistakes may be keeping you from frugal living. Discover budgeting tips that will help you save.

Protecting Assets and Financial Empowerment in Divorce

June 4, 2025
/ Personal Finance
/ By Rhonda Ducote and Megan Schwab

Tags: Culture, Estate Planning & Asset Protection, Family Dynamics, Financial Literacy, Personal Finance/Investing,

No one ever plans for a divorce or a remarriage, but they do arise, so it’s crucial to take charge of your finances and protect your assets proactively.

6 Ways to Make Your Family Legacy (and Wealth) Bulletproof

May 20, 2025
/ Personal Finance
/ By Robert Legan

Tags: Culture, Estate Planning & Asset Protection, Family Business, Personal Finance/Investing, Wealth Management,

Defining your family purpose, fostering financial literacy, and prioritizing relationships can protect your family legacy for future generations.

4 Reasons Timeshares Are a Scam

May 16, 2025
/ Personal Finance
/ By Alicia Purdy

Tags: Culture, Financial Literacy, Financial Planning, Personal Finance/Investing, Real Estate,

Timeshare ownership is a popular way to vacation each year, but beware: purchasers don’t get the benefits of a true real estate investment.

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

May 6, 2025
/ Personal Finance
/ By Michelle Huhnke

Tags: Culture, Estate Planning & Asset Protection, Family Dynamics, Personal Finance/Investing,

Unmarried couples face unique challenges in property rights and estate planning. Cohabitation agreements and wills can protect partners and families.

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

Tags: Alternative Assets, Estate Planning & Asset Protection, Financial Planning, Insurance, Tangible Assets,

Your assets go beyond stocks and property. Learn how to value, protect, and safeguard sentimental items like heirlooms and collectibles to preserve their worth.

Investing in Real Estate Is a Great Way To Earn Retirement Income

March 24, 2025
/ Personal Finance
/ By Rick Pendykoski and Donnell Stidhum

Tags: Financial Planning, Portfolio Management, Real Estate, Retirement Planning,

Investing in real estate is a smart strategy for generating steady retirement income. Diversify your portfolio with rental properties, REITs, and self-directed IRAs.