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Keeping your Data Safe Online
Jennifer Lane, CFP®
Whether you’re shopping online, sending an email or accessing your online financial accounts, it’s important to know how to keep your information safe on the web. No longer are others prevented from accessing your information online. As security breaches at major retailers and phone service providers have shown, your information is available.
Helping Your Kids Become Financially Literate
Marguerita Cheng, CFP®
Parents would not dream of raising illiterate children – so why does it seem that to many parents, financial literacy is less of a priority? Teaching children how to manage money is one of the most important responsibilities parents have.
Leaving a Charitable Legacy with an IRA
Dan Mathews, CFP®
Planning ahead for giving away your assets is almost as important as planning to accumulate them in the first place. There are several ways in which to give your assets to a charity through your estate. You could designate a gift to a charity through your will or trust. You could also set up a charitable trust or family foundation.
Financial Planning or Financial Guidance: How Do They Differ?
aul Jarvis, CFP®
One area that many people outside the investment industry struggle with is the jargon and terminology. What’s the difference between planning and guidance? There are advisers who are planners and planners who act as advisers. There are some who provide planning for a fee, and some who do only the advisory work, leaving the planning piece for the investor to navigate. As you decide what type of financial service will best meet your needs, there are a few things to understand about planning and guidance.
Considering Leaving the Workforce? Some Factors to Consider
Eleanor Blayney, CFP®
A couple walked into my office, armed with papers and spreadsheets, and announced, “We’ve decided that one of us will give up working to stay at home with the kids.” I thought carefully before responding. My job as a CFP® professional is not to impose my opinions or choices on them, but to help them evaluate their goals. That meant responding directly to their arguments, but also getting them to think about what was missing from their analysis.
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