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Financial Goal-Setting Starts with 'the End in Mind'

Setting financial goals is critical to smart family finance. Sounds easy, right? Not quite. For many of us, it's difficult to know where to begin when it comes to our personal finances. What kind of goals should you set and how can you be sure you're on the right track to achieving them? Learn how "beginning with the end in mind" can help you in your financial goal-setting.

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The Beat Goes On: Vaccine Optimism Paved Way for 2020 Record Highs, Sets Stage for 2021

What a year we experienced in 2020! The most tumultuous year in recent memory ended on a high note for markets as the fourth quarter brought greater political and medical clarity — one that resulted in substantial market gains over the past three months, which helped to make 2020 a surprisingly strong year for market returns. What can we expect in 2021?

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Do You Have an ‘Iron Grip’ on Successful Retirement Planning?

If you're wondering if you will be able to live comfortably in retirement, you must first determine what "comfortable" means to you and the associated level of spending. No matter what the level, comfort increases with confidence in knowing pre- and post-retirement spending needs.

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What Do The Beatles, Financial Behavioral Bias Have in Common?

Behavioral biases can cause your investing strategy to get out of sync with your risk tolerance and goals. One common financial behavioral bias is rationalizing poor past decisions. Learn how to recognize when this and other biases have crept into your thinking.

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Succession Planning is Critical for Every Small Business Owner

Small Business owners invest a great deal of time, energy and money into their business, and it can easily be the largest portion of their investment portfolio. All too commonly, business owners direct the lion’s share of their effort toward day-to-day activities of the business and fail to capitalize on the value that they have worked so hard to create in preparation of retirement. However, with a well-thought-out succession plan business owners have an increased level of control over their own future as well as the future of their business.

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Financial Infidelity: Are You Cheating on your Honey with Money?

Keeping secrets and lying to your partner about your spending habits can make any relationship go very wrong. It's officially called financial infidelity, and if gone unchecked can quickly spiral out of control. Learn the signs of financial infidelity and ways to overcome it.

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Why ‘Assessment’ Should Become Your New Financial Habit

Smart Family Finances to Improve Your Money Decision-Making

Editor’s Note: This is the first part of a series of blogs that talk about Smart Family Finances and ways to improve decision-making regarding your money.

An invaluable financial habit for all stages of life is regularly setting time aside to contemplate a future, measure and assess one's current situation, and consider plans to accomplish goals. Let's call this a habit of assessment. Without this deliberate habit, tomorrow is more likely to become yesterday with little being accomplished.

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American Muscle: A Great Ride, Maybe A Great Portfolio Asset As Well?

Vintage cars are among the types of illiquid assets that can add considerable value to your portfolio. It's important to discuss these assets and other types of collectibles you may own with your financial advisor.

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What You Need to Know About Beneficiary Designation

Selecting beneficiaries and creating an estate plan can help you fulfill your wishes and potentially guide your heirs from the grave. Check out these tips.

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