Financial Poise

Articles tagged: Financial Planning

Couple vacations at a waterfall, symbolizing the importance of finances in marriage

Finances in Marriage: 3 C’s to Address Discontent

Even with your life’s partner, money conversations are hard. Communication, collaboration, and control are your keys to a harmonious shared future.

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a woman shops at a second hand shop, embodying budgeting tips an frugal living

5 Frugal Living Tips for Tightening Your Budget

These 5 costly mistakes may be keeping you from frugal living. Get budgeting tips from the house to the gas station that will help you save.

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Timeshare vacation rental

4 Reasons Timeshares Are a Scam

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

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A couple bonds over the piggy bank representing joint finances.

Money Basics Series #5: Joint Finances

Love is great and all, but frank conversations about joint finances pay dividends in terms of both relationship stability and money.

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

Money Basics Series #4: Navigating Medical Bills and Other Necessary Debts

Try as we might to avoid debt, sometimes it’s necessary – like medical debt. Before you get overwhelmed, make sure you know your options.

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Does It Pay to Pursue Your Dreams?

Sure, pursuing your dreams requires a certain amount of risk-taking. But on balance, the bigger risk might be deferring those dreams.

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A stack of cards that will easily expand your credit card debt.

Money Basics Series #3: Managing Credit Card Debt

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

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A financial advisor listens to clients in a conference room, symbolizing questions to ask a financial advisor

5 Questions to Ask Before You Hire a Financial Advisor

Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future. 

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Money Basics Series #2: Painless Budgeting

Let’s assume you’ve already read Installment #1 of the Money Basics Series. You checked your credit score and chose your bank. Now you can better identify areas where you need […]

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A blue book with cash for a book mark indicates how financial literacy and success can be bolstered by financial books.

Your Ultimate Guide to Financial Books for Success

Intimidated by the world of investing? Don’t be. Read our picks for the best investing books for beginners—or relearn the fundamentals.

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