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Impact Investing: 4 Questions to Ask Yourself
Marguerita Cheng, CFP®
If you’ve considered putting your money into an investment that produces financial results and social good, you might be an impact investor. But there are a few things you should know about this rapidly growing movement.
Give Your Graduate an Invaluable Gift: A Well-Planned Estate
Jill Schlesinger, CFP®
Birth, death, marriage or divorce … these life events are usually the catalysts that prompt people to do something that lingers on financial to-do lists: creating or updating an estate plan. College graduation is another milestone families should use as a reason to revisit their plans. When your son or daughter was young, you needed an estate plan to name a guardian. Now that your child is old enough to live alone, you need a plan to decide whether and how you want to distribute your assets.
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.
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