Spring is a good time to clean out the cobwebs, and not just in your home or apartment. Your personal finances can benefit from a good spring cleaning, too. Here are some questions to ask yourself regarding your budget, debt, and taxes. IS THERE ROOM IN MY BUDGET TO SAVE MORE? A budget is the centerpiece […]
-
Financial Basics for Young Adults
With age comes responsibility, so if you’re a young adult in your 20s or 30s, chances are you’ve been introduced to the realities of adulthood. While you’re excited by all the opportunities life has to offer, you’re also aware of your emerging financial responsibility. In the financial realm, the millennial generation (young adults born between […]
-
Concentrated Stock Positions: Considerations and Strategies
Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefited from repeated stock splits over the years, having a large position in a single stock carries unique challenges. Even if the stock has done well, you may want more diversification, or have […]
-
Teaching Your Teen About Money
Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your child’s pocket, teach him or her a few financial lessons. With your help, your […]
-
New Year’s Resolutions
A new year means fresh beginnings, time for reflection and hoped-for changes. New year’s resolutions abound! They are a time-honored tradition for many of us, including myself. According to research, about 60% of us acknowledge making New Year’s resolutions, but only around 8% of us are successful in actually achieving them. Indeed, according to a […]