Financial planners

Georgia just became the latest state to require personal finance education
Georgia Governor Brian Kemp makes remarks during a visit to Adventure Outdoors gun shop as he pushes for a new state law to loosen requirements to carry a handgun in public, in Smyrna, Georgia, January 5, 2022. Alyssa Pointer | Reuters High school students in Georgia will soon have guaranteed access to a personal finance […]
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Op-ed: Here’s what every woman needs to know about investing
Thomas Barwick | Getty Images Despite setbacks during the pandemic, the financial influence of women in the U.S. only stands to grow in the coming years. To that point, as more and more women embrace their economic power, they’re increasingly tackling the fundamentals of personal finance. McKinsey projects that by 2030, American women will control […]
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‘There are so many ways to lose money.’ Advice for college athletes from former basketball player turned financial advisor
University of Arizona Wildcats guard Joe McLean plays defense against UCLA Bruins guard Kevin Dempsey during a Pacific-10 Conference game on Jan. 7, 1993. Ken Levine | Getty Images Sport | Getty Images Like many former NCAA college basketball players, Joe McLean had dreams of playing in the NBA. The 6’6″ forward played four years […]
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Getting a divorce? Here’s how to tackle those money issues
Peter Dazeley | The Image Bank | Getty Images When dealing with a divorce, it can be hard to focus on your future finances. However, it’s crucial to face up to them sooner rather than later. “People often say ‘I just want out,’ but the reality is going to hit you later,” said certified financial […]
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Op-ed: Why investors should care about who owns their advisor’s firm
Getting financial advice online is easier than ever before. Even so, many investors are likely to discover that there is no substitute for a human financial advisor. The problem, however, is selecting the right one. One thing an investor should consider is the advisor’s investing acumen. Low-cost funds that track various indexes are widely available. […]
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Buying your first home? Here’s what you need to know
Paul Bradbury | OJO Images | Getty Images First-time home buyers have a steep learning curve, from understanding true affordability and how to qualify for a mortgage to managing their cash flow after their purchase. “When buying your first home, you need to consider that what a lender will let you borrow is not necessarily […]
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