.‘This is a red flag.’ 6 Signs You May Want To Ditch Your Financial Adviser

Alisa Wolfson Wed, January 5, 202

How to know when it’s time to leave your financial adviser.

Like with many relationships, your relationship with your financial adviser might not be working. But how do you know it’s time to head for the hills? We asked certified financial planners and finance experts the things to consider before firing your current financial adviser and hiring a new one.

.Be Curious

Jan 3, 2022 by Ted Lamade Managing Director at The Carnegie Institution for Science

There is a great scene in the first season of Ted Lasso in which the show’s antagonist, Rupert Mannion, challenges Lasso to a game of darts. After seeing him make a few poor throws, Mannion is confident that it is easy money. The two play and Mannion appears to be on the verge of winning with Lasso needing two “triple 20s” and a bullseye on his final three shots. Then, just before he throws his darts, Lasso turns to Mannion and says in his Southern drawl,

“You know Rupert, guys have underestimated me my entire life. It used to really bother me, but then one day I was driving my little boy to school and saw a quote by Walt Whitman painted on a wall that said, ‘Be curious, not judgmental’. I liked that. See all those fellas who belittled me, none of them were curious.

.Saving for Retirement: Definitive Guide

By Donny Gamble

One of the questions that we get asked most frequently is when is the best time to start saving for retirement. We always give the same answer - it's never too early to start saving for retirement, but it is also never too late to start doing so. When is the right time to start saving for your retirement? Right now!

Saving for the future is one of the most difficult things to do. Our brains are wired to worry about what is in front of us rather than planning for the future. This is a skill we developed during our cavemen days and haven't managed to shake off yet.

.5 Ways To Close Your Financial Knowledge Gap

Serah Louis Sat, December 18, 2021, 10:01 AM·5 min read

60% of millennials and Gen Z are ‘constantly stressed’ about money — With Christmas around the corner and federal student loans switching on next month, money stress is reaching a peak for many young people — and it’s been bad for a while.

Nearly three in four Americans under 40 say managing their finances is taking a toll on their mental health, according to a new survey from Laurel Road, KeyBank’s digital banking platform. Over 60% feel “constantly stressed.”

.The Top Ways That US Millionaires Make Their Money

Andrew Lisa Thu, December 16, 2021

Nearly 22 million Americans have net worth's of at least $1 million, according to the 2021 Credit Suisse Global Wealth Report — more than 8% of the country’s adults. There are 820,000 millionaires living in New York City alone.

Each and every one of them has a different story about how they got there, but many of America’s millionaires share similar traits, skills, behaviors, philosophies and fields. All are either self-made or they were born into it, and most of those who earned their big bucks took one of four broad, general paths to get there. From there, 10 industries stand out above all the rest as assembly lines for the ultra-rich — but no matter the industry, most millionaires are joined together by a few common unifiers.

.How To Ensure You’re Not a Financial Burden in Your Later Years & Beyond

Gabrielle Olya Wed, December 15, 2021

For many Americans, the pandemic has brought to light the importance of legacy planning. A recent study conducted by financial services firm Edward Jones found that a third of U.S. adults report that the pandemic sparked conversations with close family members about their end-of-life plans and preferences, and for 18% of Americans, these were first-time discussions.

Although these conversations can be uncomfortable — 18% reported being too uncomfortable to discuss these topics — they’re important to have so that you and your loved ones are on the same page about your plans for your later years and beyond.

.6 Things the Rich Do To Stay Rich

Jennifer Taylor Wed, December 15, 2021,

If you’re trying to make more money, studying the rich is a great place to start. Some wealthy people were born into money, while others worked their way to the top. However they got there, many have figured out how to stay rich. Learning how to make millions is one thing, but mastering the art of keeping that fortune intact is a different task. Many people get rich, only to blow through their earnings in a matter of years.

Whether you have come into money or are still figuring out how to get rich, keep reading to learn more about how the rich stay rich.

.So, You Want To Be a Millionaire? 7 Ways To Set Yourself Up for Success

Jordan Rosenfeld Mon, December 13, 2021,

Becoming a millionaire may seem like the zenith of success for most people, particularly if you’ve worked for minimum wage or struggled to get a raise. And while earning a million dollars today is more feasible in some ways than it was even 30 or 40 years ago, aside from luck and winning the lottery, it takes strategic planning. Experts weigh in on seven ways to set yourself to become a millionaire.

Invest a Lot, and Early

Perhaps the most tried and true method to earn a million dollars is to start investing as much of your income as you can, as early as you can, said Scott Alan Turner, a certified financial planner and consumer advocate with Rockstar Financial Planning.