Financial Poise

Articles tagged: Personal Finance & Investment

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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a mixed pile of old coins, symbolizing investing in rare coins

Show Me the Money! A Closer Look at Investing in Coins

Investing in Rare Coins is More than a Hobby Having collectibles as an investment can be a great way to diversify your portfolio and cut down on risk. The general rule of thumb? Invest in what you love when it comes to collectibles, such as investing in coins. If your collection doesn’t realize a return, […]

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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 a Financial Advisor Before Hiring

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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A globe, representing global trends in megatrend investing

Investing in Megatrends Means You’d Better be Good at Predictions

From urbanization to clean energy, changes in global attitudes made megatrend investing popular. But not everyone riding major trends will be successful.

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a financial advisor meets their client, representing fiduciary obligations

My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know

Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues.

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wine grapes ripe for harvest and for wine investment

Assets in the Red (and White): Can Investing in Wine and Wine Funds Add Stability to Your Portfolio?

Investing in wine has historically offered greater annual returns than both stocks and bonds. Learn about wine funds or how to make a DIY wine investment. 

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