Money IQ
Give it Away, Give it Away, Give it Away Now
Forgive the Red Hot Chili Peppers song reference, but it was the first thing that came to my mind when I thought about gifting money to others. I have had many clients ask me about giving money to relatives recently (around the holidays), and there are certainly some misconceptio
Sarah YakelJan 12, 2016Three New Year’s Resolutions Everyone Should Make
Building from Nathan’s post last week…and in the seasonal spirit of making resolutions for the New Year…here are three New Year’s resolutions that we highly recommend you add to your list for 2016: “Live Life to the Fullest” — In a recent survey from GoBanking Rates, this idea ra
Nathan GilbertJan 5, 2016Resolve to Increase Your Retirement Savings Contributions
These days, saving for retirement is completely up to you. The days of working for one company your entire career and of counting on a guaranteed monthly income in retirement are over. Why? Most companies have decided that having a defined benefit plan (a pension) for employees i
Nathan GilbertDec 29, 2015What’s Broken in the Brokerage Industry
Admission: I worked in the brokerage industry for over 10 years and feel as though I was successful for my clients, my employer, and myself. That being said, there are many things in the brokerage world that incentivize behavior that is not in a client’s best interest. The most g
Nathan GilbertNov 10, 2015You Can Take It With You
Leaving one job and starting another is a busy and sometimes stressful time. In the rush of learning the ropes of a new position, you may forget about your 401K account with your old employer. But, we highly recommend that you take that account with you when you go. After all, if
Sarah YakelOct 21, 2015