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Be Wise With Money
What is a trust & why have one?
October 16, 2015
Most people will agree that it’s good – and necessary – to have plans in place to successfully pass a legacy on once we’re gone. A will is often the first vehicle people consider to meet this need. However, a trust is another vehicle that may be a better option.
Trust provides peace of mind
October 15, 2015
When Alexa was 15 years old, her father Joel died unexpectedly, and she found herself the sole beneficiary of his estate. Not only was she dealing with the emotions of losing a parent, but she also was suddenly facing substantial financial decisions.
A fresh perspective about money
September 22, 2015
Your New Money Mindset isn’t just another book about managing finances. It doesn’t have tips for budgeting. It doesn’t talk about managing credit. And it doesn’t give advice on how to invest your money for the future. So what does it offer? A fresh perspective about how to have a healthy relationship with money.
Bond fund basics: How fund managers seek to add value
August 12, 2015 | Russell Swansen, Mark Simenstad and David Francis
On the surface, their job seems pretty straightforward. Buy a bond that pays a specified rate of interest. Pocket that interest until the bond matures, then get your principal back. Repeat.