To make a financial plan, you need a financial purpose

Founder &, president, Alfie Tounjian, CFP, Investment Adviser, and Advantage Retirement Group •
Kiplinger

What is meant by “purpose-driven finances”? It simply means that money and wealth are just numbers on a ledger; they are nothing without a purpose attached to them. In retirement, that purpose is different for everyone. But remember, this is not about rate of returns. Instead, the question is, “What do you want the wealth

Read More...


How to raise money-smart kids

Taylor Schulte, Founder, Define Financial, CFP, and CEO •
Kiplinger

Our behaviors and attitudes towards money start forming early, and maybe earlier than we think. As a Cambridge University study on childhood money behaviors showed, kids can learn and take on new processes and tendencies by the age of 7! “Approaches, practices and skills which are modeled, discussed and demonstrated by parents and other significant

Read More...