More Articles for Your Finances

Year-end money moves: dos and don’ts

Holly Johnson •
The Simple Dollar
December 31st. Day 31 of month, calendar on workplace background. New year at work concept. Winter time. Empty space for text

The end of the year is a time when many of us reflect on our annual goals. If you decided 2017 was the year you’d build rock-hard abs, for example, you might be glancing down to see if you achieved the washboard belly you were going for. If you wanted to lose 20 pounds, on the other hand, it’s not


Millennials are driving a change in how the super rich invest their money

Varada Bhat •
Business Insider
Millennials are driving a change in how the super rich invest their money

Nearly one in three family offices were engaged in sustainable and impact investing in 2017, with nearly half of them planning to increase their investments in the next year. Family offices are private offices that manage the wealth of ultra-high-net-worth investors. According to a survey by UBS and Campden Wealth, 39% of respondents projected that when


Beginner estate planning for millennials

Douglas A. Boneparth •
Investopedia Stock Analysis
Focused serious couple checking bills sitting together at kitche

Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get started. Why Millennials Should Begin Estate Planning Now If you have been avoiding estate planning, you are


Estate planning answers for ‘hard’ assets like art, heirlooms

Grant Rawdin, CFP®, Founder, CEO, and J.D. •
Printers tray oddments

As the baby boomer generation approaches one of the largest transfers of wealth in U.S. history, many people are focusing on how to facilitate the flow of their assets to their children, grandchildren and great-grandchildren. While passing along more liquid assets like stocks, bonds and cash can be straightforward, “hard” assets like property, art and