Would You Pass This 8-Question Money Quiz?

If I told you there is an eight-question quiz that tested your financial knowledge, how do you think you would score? According to a recent study from the TIAA Institute and the Global Financial Literacy Excellence Center (GFLEC), only 5%…

Your New Year Financial Checklist

Now is a natural time for reflection. Use this New Year Financial Checklist to ensure the key parts of your financial plan stay aligned with your life and goals.

Kids & Money – Allowance

By: Mary E. McCraw, CFP® Teaching basic financial concepts early can minimize common but costly financial mistakes kids often make when they leave home. Mistakes happen, but a mistake with a $200 clothing allowance is not nearly as devastating as…

Kids & Money – Preparing For Baby

By: Mary E. McCraw, CFP® I am in the phase of life where it seems like everyone I know is having babies. Organizing your financial life in the midst of showers and preparing for maternity leave can feel daunting. Yet,…

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Posted: Jun 18 2014
Tags: finance 101, Kids, risk management

Take Time to Learn Your Critical Numbers

By: Ralph Broadwater, MD, CFP®, AIF® We all want to know that we have organized our financial life as well as possible so we can accomplish our goals. One of the best ways to make sure that you are “on…