Financial Poise

Personal Finance

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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An investor stands in front of a

Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg

Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future.

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A bride and groom make heart hands, symbolizing their decision to open a joint account

Money Basics Series — Part 5: Is Your Relationship Ready for a Joint Account?

Are you rushing into a joint account with your significant other? These are the questions you should ask your partner before making the commitment.

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A silver stethoscope and ledger, representing medical debt and other overwhelming financial matters

Money Basics Series – Part 4: Medical Debt and Overwhelming Financial Matters

Some debt is beyond our control, such as medical debt. Protect your assets when you owe more than you have, and negotiate your debt without shame.

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This shopaholic could benefit from lessons in debt management and credit card spending

Money Basics Series – Part 3: Debt Management and Credit Card Spending

Debt management starts with tracking and reducing credit card debt. Form better spending habits with these tips and tricks.

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Estates like these require smart, informal estate planning via non-probate property

Informal Estate Planning: Non-Probate Property

Did you include planning for non-probate property in your informal estate planning? Learn why this is an essential step in setting your affairs in order.

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woman writes in notebook, inventing a new system of budgeting for her personal finances

Money Basics Series – Part 2: A Painless System of Budgeting

Personal Finance Fundamentals Every Adult Should Know Now that you’ve checked your credit score and chosen your bank, you can better identify areas where you need to improve your finances, as well as your avenues for saving and depositing money. Next you need a system of budgeting. It’s time for the next crucial financial planning […]

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A young girl walking along a road, symbolizing first steps to financial responsibility, like how to read a credit report

Money Basics Series – Part 1: How to Read Your Credit Report and Choose Bank Services

The first step to financial planning is knowing where you stand with money. Get tips on choosing bank services, and learn how to read your credit report.

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Thanksgiving buffets taste better with budget-friendly meals

Budget-Friendly Meals for the Holidays: 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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