More Articles for Your Finances

Seven of the smartest pieces of advice about saving money from early retirees

Hillary Hoffower •
Business Insider
Romantic holiday travel. Silhouette of happy young couple sitting in deck chairs in luxury beach hotel at sunset near the sea. Love and relationship concept. Summer vacation in tropical paradise island.

If anyone knows a thing or two about saving money, it’s those who earned and saved enough money to retire early. I’ve spoken with and learned from, many early retirees, several of whom retired millionaires, and I’m always impressed with not just their insightful advice on building wealth but with their perspective on money as

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Are you spending on growing your wealth?

James Brewer •
Forbes
Are You Spending On Growing Your Wealth?

Living within your means is a great idea, but it may not grow your wealth. Some believe that financial planning is an exercise in living within your means. From my perspective, that is not the entire story. Spending within your means may not have you allocating your money into categories that will sustain you through

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Money and marriage: four tips for successful ‘matrimoney’

Mia Taylor •
The Simple Dollar
Young couple kissing at wedding reception

It’s a fairly well-known fact that money can be one of the biggest sources of strife in a relationship. In fact, according to a survey of professional certified divorce financial analysts, it’s the third leading cause of divorce in North America (behind basic incompatibility and infidelity, respectively). Summer is the most popular season to get

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Ten reasons why you need a trust

Christine Fletcher •
Forbes
Smiling adult sisters hanging out in kitchen eating lunch

Clients often ask, “Why do I need a trust?” This question comes up even more frequently since Congress passed the Tax Cuts and Jobs Act of 2017, which increased the federal estate tax exemption amount from approximately $5 million per person to $11 million per person or $22 million per couple. Those amounts are adjusted

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