Financial Poise

Articles tagged: Financial Literacy

a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

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man juggles four dice, symbolizing rate adjusted return

‘Risk-Adjusted Return’ in a Nutshell

The risk-adjusted return (RAR) measures ROI relative to the risk of the investment. Learn 3 methods for calculating RAR and how to balance your risk.

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pink and brown concrete buildings represent the building blocks of real estate terms

What Real Estate Terms Should Every Investor Know?

If you’re wondering how to invest in real estate, start with this glossary of real estate terms related to investing, property operations and loans.

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a neon green chart represents volatility in the market in this series on 'what is a stock?'

Investing Basics Installment #1: What is Stock? And Should You Buy Some?

What is a stock? For anyone still considering buying we cover stock basics and investment principles in this series on all things equity.

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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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Dollar bills like this are part of what alternative lenders and debt loans offer in the way of high Interest rates

When Is it Appropriate to Take on a High Interest Rate Debt Loan?

High interest rate debt may not be as bad as you think. Learn what alternative lenders and a high interest debt loan can do for your business.

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This hourglass with red sand represents the importance of time for fraud statute of limitations

How Important is Timing With Your Fraud Statute of Limitations? Turns Out, Very

Simply saying you had no idea may not work when it comes to a fraud claim. Learn how a fraud statute of limitations can determine your case.

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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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