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You’ve Been Lucky. Now, Be Smart: 5 Tips for Lottery Winners
Don Grant, CFP®
You may not spend your weekends in Vegas, but if you’re like most Americans, you’ve probably dropped a dollar or two at the local convenience store to purchase a lottery ticket.
7 Steps to Be Financially Prepared for Children
Carina S. Diamond, CFP®
The arrival of a child in your life is a joyous event. The proper planning, however, goes beyond baby naming, doctor’s visits, and gender-reveal parties. Children add an element of uncertainty to your finances, and a deeper need for you to be responsible and plan for the future. These seven steps will help you prepare for all that lies ahead.
In Search of Your Perfect Investment Salsa
Robert Schmanksy, CFP®
Creating a balanced portfolio is a lot like making a perfect and personal salsa. Dr. Craig Israelsen, professor and author of 7Twelve: A Diversified Investment Portfolio with a Plan says there are a few rules that apply even to this most free-form of dishes.
How to Calculate the Right Amount of Life Insurance
Steven Podnos, MD, CFP®
Many people are intimidated by the thought of buying life insurance. Nobody likes to think too much about death, for one thing. And many people worry about which kind of insurance to buy – whole life or term life. But the most important question is how much you need.
5 Inheritance Mistakes to Avoid
Jill Schlesinger, CFP®
An inheritance can be a wonderful and lasting legacy, but it can also be a thorny nightmare. Any time you mix emotions and money, there are bound to be issues that arise. If you avoid these five critical mistakes, the process of inheritance will go more smoothly.
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