Financial Poise

Articles tagged: Financial Literacy

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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people packing food pantry boxes, representing charitable donations

Making Charitable Donations: Seven Practical Considerations

Being Selfless While Also Watching Out For Your Wallet You may desire to be philanthropic, but handing over money may not be the most effective way to make charitable donations. Donors must confront many issues before making substantial gifts to a charity.  If you’re considering making a donation to a nonprofit, here are seven practical […]

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Macbook and iPhone, representing the purchase of Pre-IPO Shares

How Not to Buy Pre-IPO Shares Back Then: What About Today?

It’s A Whole New World We have published a number of articles to help investors understand how to purchase pre-IPO shares and the potential risks and rewards of doing so. The Beginning Our first foray into the area was an article written by Robert Rapp, “A New Private Trading Platform for Restricted Securities: Liquidity for […]

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Business District representing financial statements

‘Know Thy Numbers’ Installment #3: Types of Financial Statements

From the statement of income to the statement of cash flows, here’s how various types of financial statements present a bigger picture of company health.

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Woman reads a book lakeside, hunting for an accredited investor definition

Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition

The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change?

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man dangles over Wall Street, asking himself What is a hedge fund?

90 Second Lesson: What is a Hedge Fund? 

Hedge funds differ greatly from private equity funds with regard to asset class, compensation, liquidity and other factors. So, what is a hedge fund?

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A retiree looks out the window and contemplates her finances

America’s Retirement Crisis: Problems and Solutions

America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67?

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