Leaving your digital legacy

Senior Adviser, CFP®, Ken Moraif, and Money Matters •
Kiplinger
Cyber security concept: closed padlock

My mom, who passed away a few years ago, was a very careful and meticulous person who kept a notebook with all of her online account passwords. Mom was also a Morse code operator in the Royal Air Force during WWII, so all of her passwords were in code. I was lucky: She told me

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Bigger isn’t always better when it comes to financial advice

Megan Clark, Associates Inc. Financial Solutions, Investment Adviser Representative, Executive Vice President, and Clark & •
Kiplinger
Group business meeting

For an individual investor, finding the right financial professional can be a challenge. To start with, there’s the bewildering array of titles, including broker, adviser, planner, manager and even coach. And then there’s all those letters (RIA, CFP, CFA and so on) and numbers (Series 6, 7, 65 and 66) that represent certifications and licenses.

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The secret to using money to buy happiness

Taylor Schulte, Founder, Define Financial, CFP, and CEO •
Kiplinger
Happy hispanic family

We’ve all heard some version of the joke that goes, “no, money can’t buy happiness … but it can buy ____, and that’s kind of the same thing.” It’s amusing because it hits on an important truth that can help set you up for financial success — if you fully understand it and use it

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