Financial Poise

Articles tagged: Personal Finance & Investment

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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A woman sits at her computer, pondering venture capital investments and returns

Beginner’s Guide to Venture Capital Investment and Returns

Non-investors often confuse venture capital investment with private equity, but there is a difference. Learn about VC, from access to returns.

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An accredited investors' brown loafers - recently, the accredited investor threshold has changed

Revising the Accredited Investor Standard

The accredited investor threshold has not been updated since the Reagan presidency, but the SEC’s recently proposed updates still miss a step.

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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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Real estate due diligence is important for investment properties, like the cityscape pictured here

Real Estate Due Diligence: A Simple Guide for Investment Properties

When it comes to investing in real estate, do your homework before you pull the trigger. Learn the best ways to accomplish real estate due diligence.

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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 steps: […]

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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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