Financial Poise

5 Frugal Living Tips for Tightening Your Budget

June 10, 2025
/ Personal Finance
/ By Michelle Gershfeld

Tags: Culture, Current Events, Financial Management, Financial Planning, Personal Finance/Investing,

These 5 costly mistakes may be keeping you from frugal living. Discover budgeting tips that will help you save.

Protecting Assets and Financial Empowerment in Divorce

June 4, 2025
/ Personal Finance
/ By Rhonda Ducote and Megan Schwab

Tags: Culture, Estate Planning & Asset Protection, Family Dynamics, Financial Literacy, Personal Finance/Investing,

No one ever plans for a divorce or a remarriage, but they do arise, so it’s crucial to take charge of your finances and protect your assets proactively.

Why Some RIAs Might Fear Private Equity Investments

May 30, 2025
/ Investing
/ By Matt Niksa and Kristina Parren

Tags: Accredited Investors, Investing Strategy, Investors, Personal Finance/Investing, Private Equity,

RIAs are often reticent to recommend private equity investments to their clients, but investor demand is growing.

Going All-In: Investment Strategies from the Poker Table

May 23, 2025
/ Investors
/ By Larry Swedroe

Tags: Culture, Investing Strategy, Investors, Personal Finance/Investing,

Can a great investment strategy still yield bad results? Discover the paradox of skill, market efficiency, and why passive investing might be your best bet.

Small Business Investing: Taking Stock in Main Street

May 21, 2025
/ Business Owners & Executives • Investors
/ By John Arensmeyer

Tags: Accredited Investors, Personal Finance/Investing, Private Equity, Small Business, Start-Ups & Entrepreneurship, Venture Capital,

Small businesses are 99.9% of all businesses and employ millions of Americans. Learn more about the importance of small business investing.

6 Ways to Make Your Family Legacy (and Wealth) Bulletproof

May 20, 2025
/ Personal Finance
/ By Robert Legan

Tags: Culture, Estate Planning & Asset Protection, Family Business, Personal Finance/Investing, Wealth Management,

Defining your family purpose, fostering financial literacy, and prioritizing relationships can protect your family legacy for future generations.

4 Reasons Timeshares Are a Scam

May 16, 2025
/ Personal Finance
/ By Alicia Purdy

Tags: Culture, Financial Literacy, Financial Planning, Personal Finance/Investing, Real Estate,

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

Big Financial Mistakes Wealthy Americans Are Making

May 7, 2025
/ Investors
/ By Matthew Chancey

Tags: Culture, Diversification, Investing Strategy, Investors, Personal Finance/Investing,

We assume wealthy people don’t make blunders, yet it is more common than you’d think. Financial mistakes can be avoided with the right planning and discipline.

Estate Planning for Unmarried Couples: P Is for Planning, Not Palimony

May 6, 2025
/ Personal Finance
/ By Michelle Huhnke

Tags: Culture, Estate Planning & Asset Protection, Family Dynamics, Personal Finance/Investing,

Unmarried couples face unique challenges in property rights and estate planning. Cohabitation agreements and wills can protect partners and families.

National Financial Literacy Month: Numbers Make the Case

Tags: Culture, Financial Literacy, Financial Planning, Personal Finance/Investing, Retirement Planning,

April is all about improving Americans’ financial literacy. That mission has never been more critical than it is today.

Articles tagged: Personal Finance/Investing