With Thanksgiving a day away, you should be prepared for some topics that may come up over dinner that you may rather avoid talking about. If your family doesn’t often openly discuss money matters, financial issues may seem “taboo.” But it’s important to have “The Talk”—and doing so over the turkey table may be the perfect opportunity.
Read MoreSo you’ve finished school, and you have your first real job and a steady paycheck. What now?
First things first: Accept that your income likely won’t stretch as far as you want it to.
“The biggest problem I see with young adults is them not living within their means,” said Ben Tobias, a certified financial planner and president of Tobias Financial Advisors.
Read MoreTaking the time to rebalance your portfolio will ensure that your investment goals are still on track. Before you start planning those holiday events, you should meet with your financial advisor to review and adjust your portfolio for maximum performance.
Read MoreIf you’re nearing retirement, make sure one of the most important and expensive aspects of your golden years—your future health-care needs—is not overlooked.
“You might start out just needing some help for a few hours a day, but that can progress to where your level of needed care increases significantly,” said certified financial planner Avani Ramnani. “It can add up quickly.”
Read MoreAt a recent event, Derek Jeter said that 10 years from now he’d like to have a family. “I look forward to that,” he added, “but I also want to be an owner of a team.”
One can only imagine the number of baseball fans across America who would line up for tickets to see the house that Jeter, legendary and newly retired New York Yankees shortstop, might one day build. In the meantime, they can log onto The Players’ Tribune, a new sports website Jeter’s helping to bankroll as founding publisher. The site will be, in Jeter’s own words, “a place where athletes have the tools they need to share what they really think and feel”—cutting out the sports reporter middleman.
Read MoreIf you’re ever hidden a purchase from your spouse, you’re not alone.
One in five Americans have spent $500 or more on a purchase without their partner’s knowledge, according to a CreditCards.com report released Wednesday. And, bucking the widespread perception, men are much more likely to have done so than their wives. Twenty-six percent of men have spent more than $500 without notifying their significant other versus just 14 percent of women.
Read MoreOctober 10, 2014
“‘I was interviewing a number of financial advisors, many from larger companies, but I wasn’t finding anyone that I was connecting with,’ Craine said. Then a friend referred her to certified financial planner Stacy Francis, president and CEO of Francis Financial. Everything finally clicked.”
Read MoreSeptember 25, 2014
“‘At that point, you have a long time ahead of you until you need [the money],’ said certified financial planner Avani Ramnani, director of financial planning and investment management at Francis Financial. ‘You can deal with the ups and downs of the stock market and have time to recover from the downs,..'”
Read MoreSeptember 15, 2014
“‘My … advice to anyone in that situation is yes, you have to meet the needs of your parents and your children, but do not neglect yourself,’ said Ramnani, director of financial planning and investment management for Francis Financial.”
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