Seven tips for talking to millennials about money

William Rassman, CFP, Director of Advisory Services, and Centric Capital Advisors •
Kiplinger

You have probably watched your Millennial struggle financially, from credit cards to career decisions. If it’s any consolation, money troubles are not unique to your kids: A recent study by PricewaterhouseCoopers found that a staggering 42% of surveyed Millennials rely on payday loans and tax refund advances. Nearly 30% of Millennials are routinely overdrawing on

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Seven important steps to finding the right financial adviser for you

RFC, ChFC, CFEd, JD, Founder, Robert E. Grace, president, Master Elite IRA Advisor, Grace Tax Advisory Group, LLC, and Clu •
Kiplinger

Imagine reading a good book. You invest time and emotion into the book wondering how it will turn out. There are ups and downs along the way, but you remain hopeful based upon some authorial promises that all will turn out well for the protagonist. Near the end, though, you get this feeling the author

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Stay the course with your investment strategy

RFC, Founder, Roger Ford, Conservative Financial Solutions, CEO, and Investment Adviser •
Kiplinger

In my 30 years of experience as a financial adviser, I’ve often been asked about the stock market, particularly about timing. More specifically, I frequently hear, “What is the best time to buy, and when can I get a good price?” Many appear shocked when I tell them, for the long-term investor, it’s not about

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Top ten financial planning mistakes

Shanna Tingom, Heritage Financial Strategies, AAMS®, and Co-Founder •
Kiplinger

My clients often ask what they can do today to avoid financial challenges in the future. They might find themselves with extra income after paying off debt, have a dream to buy a home or need a retirement plan, and they’re not sure where to start. If this sounds like you, keep reading so you

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October is National Financial Planning Month

Founder, Greg O'Donnell, O'Donnell Financial Group, and Investment Adviser •
Kiplinger

Are you saving for retirement? Great. Are you planning for retirement? That is even better. Planning for your retirement and other long-range financial goals is an essential step–one that could make achieving those goals easier. Saving without investing your savings isn’t enough. Since interest rates are so low today, money in a typical savings account

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