By Roger Tran I went to Mardi Gras in New Orleans for five days, and it barely cost me more than the loose change I found in my sofa cushions. I’ve explored New York, Chicago, Portland, and other great American cities for not much more. When I flew to Japan I shelled out some minimal … Read moreMake the most of credit card points
Financial Terms Every Investor Should Know Financial planners and other industry professionals use many terms to describe investments and the market. Here’s what the most common ones mean. As Ben Franklin said, “An investment in knowledge pays the best interest.” General Financial Planning Asset allocation. In short, your financial plan, such as 60% of your … Read moreFinancial Terms Every Investor Should Know
What is financial health? If you ask a medical professional, “Is health (or wellness) the absence of disease?” the answer would be a resounding no. Physical health and wellness includes not only the absence of disease, but also strength, stamina, endurance, and good vital signs, such as blood pressure, weight, pulse, and respiration. Similarly, financial … Read moreWhat is financial health?
Should you think like a stock or a bond? There’s a lot of talk about stocks and bonds these days, and it all focuses on your investments. But there is another type of financial resource or capital that we are not talking about. And that’s you! Have you ever asked the question “am I a … Read moreShould you think like a stock or a bond?
How to make the most of your college 529 plan Named after Section 529 of the Internal Revenue Code, 529 plans offer families a college savings strategy with significant tax benefits. Here’s how these plans work and how to navigate your options. Two Types of Plans Although 529 plans stem from the federal tax code, … Read moreHow to make the most of your college 529 plan
Charitable Giving, Simplified Donating to charity is an excellent way to support people and causes that are important to you. But whether you plan to give once, on an ongoing basis, or as part of your estate planning, chances are you have several options about what, when, and how to give. There’s no best strategy … Read moreCharitable Giving, Simplified
How the world can help teach your child about money By: Hali Browne London, CFP® Hali Brown London is a CERTIFIED FINANCIAL PLANNER (CFP®) Professional. She is also a Mom to three children and will share what she’s learned about teaching children about money and finances from time to time. We hope you find her … Read moreThe Money Mom
Why you should let your child make money mistakes By: Hali Browne London, CFP® Hali Brown London is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. She is also a Mom to three children and will share what she’s learned about teaching children about money and finances from time to time. We hope you find her tips … Read moreThe Money Mom
How the pros work from home With employees in 25 states and a workforce that has always been 75% remote, Facet Wealth has been doing the work from home thing since day one. The key, say our financial planners and client success managers, all of whom work remotely, is drawing a line between home and … Read moreHow the pros work from home
What they are, how they work, and why they’re better than mutual funds What if you took the diversification of a mutual fund, but made it less expensive, more tax-efficient1, and with a much lower minimum investment? Oh, and made it easier to buy and sell? That, in essence, is an exchange-traded fund, or ETF. … Read moreETFs