Finances

new financial plan

Should you “Inaugurate” a New Financial Plan on January 20th?

Diversification, Financial Planning, Investing, Uncategorized

Time for a New Financial Plan? The market’s wild ride after the presidential election might have you wondering if a change in leadership should mean a change in your financial strategy. While no one can ever predict with certainty what will happen to the market – or even on Twitter these days – there are…

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Discussing Personal Finance is Difficult for Many – but Critical

Family Finances, Financial Planning, Saving

Money can be a difficult subject for any of us to talk about, although it seems to be particularly challenging, statistically, for women. According to a recent study released by Fidelity, 80% of women surveyed said that they had refrained from discussing financial issues with friends or family, despite the fact that over 92% of…