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Happy New Year!

Top 10 Financial New Year’s Resolutions

Have you set your New Year’s resolutions yet? According to a recent study, 31 percent of them are money-related. The top financial resolution was to save more money (39 percent), followed by paying down debt (24.6 percent), improving spending habits (15.1 percent), investing more (11.6 percent) and getting a raise (11.3 percent). Interestingly, men were […]
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14-Day SMART Plan To Improve Your Finances

The 14-Day SMART Plan to Improve Your Finances

According to recent data, 61% of Americans don’t keep track of their money. Even for those that do, many feel overwhelmed. I have designed for anyone who wants to improve how they manage their money, the 14-Day SMART Plan to Improve Your Finances! This simple self-improvement plan features one task to focus on per day. Based on […]
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SMART Financial IQ Quiz

To make good financial decisions, people need to not only have a basic knowledge of finances, but also be equipped with the skills to apply this knowledge. The FINRA Investor Education Program recently gave a five question SMART financial quiz. 75% of US adults taking the test stated that they were pros at managing their […]
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Shopping for SMART Financial Products

When it comes to shopping for SMART for financial products—such as credit cards, auto loans or mortgages—most Americans either do not comparison shop or conduct only limited searches for the best prices or terms. For example, according to the FINRA Investor Education Foundation’s National Survey, nearly two-thirds of all credit card holders reported that they did not […]
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SMART Tips for Selecting a Financial Professional

Choosing a financial professional-whether a stockbroker, a financial planner, or an investment adviser-is an important decision. Consider the tips below as you make your choice. Also the third page of this document has a list of questions you can ask a financial professional whose services you are considering. Tip 1. Do your homework and ask […]
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Working with a Financial Professional

Everyone should have a financial plan, regardless of age, income or net worth. It will help plan for the future and meet goals. Having a skilled financial adviser can be vital in helping create a financial plan. Some people like to do it themselves, but for those who do not have the time, desire or […]
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The Top 10 Financial Scandals in History

Financial scandals have been a part of history since the invention of money, and as the financial system gets more complicated, so do the scandals. But the common underlying factor is that people are in a position to take advantage of others, and continue to do so until they get caught, can’t keep up with […]
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Financial Plan for financial independence

How Much Does It Take For True Financial Independence?

 Becoming a millionaire sounds like a great financial goal! However for wealthy investors, $1 million isn’t enough to be financially independent.  According to a UBS survey investors consider $5 million to be the new benchmark for financial success. They believe once you’re past $5 million, you have reached true financial independence and don’t have to worry about […]
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