Financial Advisor

01/03/2023

Effective and ongoing financial management is essential for both business leaders and consumers who want to achieve financial success, but it can be challenging to keep track of income, expenses and investments on your own, especially if you’re new to the effort.

From budgeting apps that allow you to track expenses and set financial goals to robust financial planning software, there are countless options for better personal and business financial management.

17/02/2023

The least cheery of all seasons, tax season, is upon us. As you file this year, you may be paying a very different amount than your neighbors in a state next door.

01/02/2023

With the cost of living crisis, the price of alcohol has increased along with so many other products.

With the price of alcohol going up, young people say they're saving money by going sober.

16/01/2023

ongevity can have a greater impact on how long retirement money lasts than today’s record high inflation, according to a new report.

Retirement planning involves planning for your future needs. People who have an idea how long they may live will be better prepared for retirement.

02/01/2023

Most people who get their health insurance either through the federal marketplace or their state’s exchange qualify for tax credits that reduce the cost of premiums.

If you don't have a health plan, you can sign up for one through the federal marketplace until Jan. 15.

16/12/2022

Pandemic savings have helped keep people spending even as inflation has spiked. But their stockpiles are increasingly dwindling.

01/12/2022

A high-yield savings account is best for short-term costs, but be wary of over-saving.

A high-yield savings account is ideal for large short-term expenses but you should still make sure you aren't over-saving.

16/11/2022

Debt advisors are expecting a sharp increase in enquiries over the winter as people struggle to fund higher food and energy bills, with little to fall back on.

A quarter of those asked in a survey had less than £100 in savings, exposing them to unexpected bills.

18/10/2022

Savers are finally being offered better rewards from providers after years of low interest rates, but some deals are being pulled within hours.

Providers are leapfrogging each other on top savings rates as they try to raise money to lend.

03/10/2022

The purposes of medicine are expanding rapidly beyond treating actual illnesses/injuries and promoting wellness, to also facilitating life fulfillment and making personal dreams come true.

The purposes of medicine are expanding rapidly beyond treating actual illnesses/injuries and promoting wellness.

16/09/2022

Energy costs will depend on how things shape up with Europe's energy crisis, among other things.

A potential spike in energy prices this winter could mean heating your home and filling your car with gasoline could cost you more this winter.

01/09/2022

What changes can you make to help cope with rising prices, higher interest rates and volatile financial markets?

Inflation or no inflation, a financial checkup is always a good idea. Here are seven steps to take to assess your money health now.

16/08/2022

From fuel and electricity to milk and eggs, we've all noticed the price of things around us going up.

We've been speaking to a few experts who have given animal lovers their top tips on saving money.

01/08/2022

If you’re working for a public company, you may have a chance to buy discounted shares through an employee stock purchase plan, or ESPP.

If you’re working for a public company, you may have a chance to buy discounted shares through an employee stock purchase plan, or ESPP. Here's what to know.

18/07/2022

If you read financial news long enough, you’re sure to come across that phrase “stock picker’s market,” although there’s considerable difference of opinion about what that means.

In these unsettled times, it’s just better to be on the right side of global economic forces rather than bet on the prospects for individual equities.

04/07/2022

As price rises bite into budgets, many people are cutting back on the weekly food shop.

The cost-of-living crisis continues to bite. Here are some things that can reduce the impact.

16/06/2022

72% of consumers in the lowest income category have to dip into savings, borrow money or are going into debt.

Only 40% of consumers have admitted that they can afford their expenses It's even worse for consumers in the lowest income category.

01/06/2022

With interest rates rising, it could be time to leave your bank for another financial institution paying more on savings accounts.

The Federal Reserve has signaled that more interest rate hikes are coming to control inflation. If you're a saver, that means earning more on the money you've parked at a bank. Here's why the time might be right to move your savings to a new bank.

16/05/2022

Compound interest — it’s either the easiest way to double or even triple your savings, or a sure-fire ticket to bankruptcy.

Compound interest can help grow your money in a different way than simple interest. It's essentially interest on top of interest. Here's how it works.

02/05/2022

Complaining about how costs are adding up doesn’t help; making our savings and spending go farther does.

It can seem daunting, but finding ways to save money, and even raise funds, is easier than you might think. Financial columnist Chuck Jaffe offers easy ways to fill a piggy bank.

19/04/2022

How to be financially free while flying solo.

01/04/2022

An inversion in Treasury yields has stoked investor concerns that a recession might be on the horizon, but strategists say there are steps you can take now to protect your savings.

If an economic downturn is around the corner, here are some ways to help protect your savings.

16/03/2022

Millions of Ukrainians and Russians lost full access to their money in the days following the invasion. Hoping to access ATMs, queues of people snaked around city blocks in both countries.

Many Ukranians and Russians lost access to their bank accounts in the days following Russia's invasion. Some lived off cryptocurrency.

01/03/2022

Some investment funds with a Russian focus were down more than 20% on Monday. That follows additional U.S. sanctions on Russia after its invasion of Ukraine last week.

Everyday investors may unknowingly have money in Russian stocks. But it's unlikely many have a big allocation.

16/02/2022

Media coverage of Web3 typically focuses on the latest round of eye-popping NFT sales and day-to-day cryptocurrency price fluctuations.

For anyone looking to understand this new system and its potential, this article will demonstrate how DeFi is transforming finance, starting by highlighting traditional finance’s shortcomings before reviewing recent DeFi adoption milestones.

01/02/2022

The FinHealth Fund has been established to capitalize a five-year program focused on three interrelated efforts.

Five leaders from the credit union industry have committed to the FinHealth Fund—a new designated fund held at the National Credit Union Foundation, focused on improving financial well-being for all by scaling existing work across the credit union movement.

17/01/2022

Despite the uncertainty the global pandemic has brought, definite trends are emerging for the year ahead as the world adapts to a new normal.

See how climate change and digital transformation are set to drive most accounting trends, challenges and career opportunities this year.

03/01/2022

Gold disappointed investors in 2021 as a traditional hedge against inflation, seeing its worst year since 2015.

Bitcoin has replaced gold as an inflation hedge for young investors, Wharton School’s finance professor Jeremy Siegel said.

16/12/2021

The Covid-19 pandemic exacerbated many differences between haves and have-nots in the U.S.

As lawmakers debate whether to give Americans more aid through the Build Back Better Act, a survey shows that the savings gap has widened.

01/12/2021

If you’re nearing retirement age and are short on savings, avoiding preventable medical conditions such as Type 2 diabetes might be easier than setting aside a few hundred thousand more dollars.

Staying just a little healthier now can save you a lot of money as you age.