By: Abbey Henderson CFP® RLP® CPCC® CAP® AEP® – CEO, Wealth Advisor & Coach Do you believe in the “No Regrets” approach to life? A life where you take every opportunity. A life where you always take risks. A life where every decision works out. On the surface, it does seem appeali …
Elizabeth Malgari, CFP® – Wealth Advisor & Director of Client Experience Five years ago, I found myself in the all-too-common position of being a woman removed from the workforce. It is not an American secret that we often see a career gap for woman. With the exorbitant cost of ch …
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …
When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.
For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%.
Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?
One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.
