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Citrine Capital
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Why Remote Work Could Be the Lifeline Your Retirement Needs
Jul 31, 2025
Why Remote Work Could Be the Lifeline Your Retirement Needs
Jul 31, 2025

(Investopedia - 7.16.2025) If you’re worried about being able to afford retirement, remote work might be your lifeline. Not only can it extend your career, it can also redefine what retirement looks like altogether.

Jul 31, 2025
How to Get the Most Out of Your Credit Card Rewards
Jul 31, 2025
How to Get the Most Out of Your Credit Card Rewards
Jul 31, 2025

(SavvyMoney - 7.9.2025) Easy steps you can follow to maximize your credit card rewards. Remember - Always pay your balance in full and on time. Otherwise, interest charges can cancel out any benefits you earn.

Jul 31, 2025
Surprise: Most People Never Spend All Their Retirement Savings—Here's Why
Jul 31, 2025
Surprise: Most People Never Spend All Their Retirement Savings—Here's Why
Jul 31, 2025

(Investopedia - 7.31.2025) Having more than enough for retirement—and your heirs—is a good problem to have. Here’s who’s achieving it and how you can, too.

Jul 31, 2025
Tips for Managing Finances as a Freelancer or Gig Worker
Jul 30, 2025
Tips for Managing Finances as a Freelancer or Gig Worker
Jul 30, 2025

(SavvyMoney - 6.27.2025) Best practices for budgeting and saving with inconsistent income.

Jul 30, 2025
Here's How a Child-Free Lifestyle Alters Your Retirement Strategy
Jul 24, 2025
Here's How a Child-Free Lifestyle Alters Your Retirement Strategy
Jul 24, 2025

(Investopedia - 7.16.2025) Not having kids might mean fewer financial obligations, but it doesn’t automatically make retirement planning easier. In fact, flying solo as you age comes with its own set of complexities, from health care costs to estate decisions.

Jul 24, 2025
Is the Single Life Costing You More Than You Think?
Jul 12, 2025
Is the Single Life Costing You More Than You Think?
Jul 12, 2025

(Investopedia - 7.7.2025) While being single can have many perks (you can do what you want when you want) it can be more expensive than you realize.

Jul 12, 2025
Smart Ways To Use a Personal Loan for Your Wedding
Jul 12, 2025
Smart Ways To Use a Personal Loan for Your Wedding
Jul 12, 2025

(GOBankingRates - 7.3.2025) Planning your big day? Learn how to use a personal loan smartly to cover wedding costs without sacrificing your financial future.

Jul 12, 2025
Stocks Are Approaching Manic Levels, But Advisers Say It’s Not Too Late to Buy
Jul 12, 2025
Stocks Are Approaching Manic Levels, But Advisers Say It’s Not Too Late to Buy
Jul 12, 2025

(Bloomberg - 7.3.2025) Experts still see promising areas of investment, even with stocks at all-time highs.

Jul 12, 2025
How advisors can reduce estate planning conflicts in 4 steps
Jul 2, 2025
How advisors can reduce estate planning conflicts in 4 steps
Jul 2, 2025

(Financial Planning - 7.1.2025) Whether it's a reluctance to discuss death or hesitation to ask about inheritance, a lack of open communication among family members presents one of the most significant threats to effective estate planning.

Jul 2, 2025
Is the Finfluencer You're Watching a Crook? Here's How To Know
Jul 1, 2025
Is the Finfluencer You're Watching a Crook? Here's How To Know
Jul 1, 2025

(Financial Planning - 6.27.2025) Are you getting financial advice off social media? It's important to be skeptical of finfluencers who portray being financially successful without any credentials.

Jul 1, 2025
Should RIA offices be remote or in-person?
Jun 27, 2025
Should RIA offices be remote or in-person?
Jun 27, 2025

(Financial Planning - 6.24.2025) While financial advisors who launch their own RIA office can make their own choices about a remote, hybrid or in-person office workplace, there are several key factors to consider as they think through their workplace setups.

Jun 27, 2025
Financial Planning for Generation X: Balancing Debt and Savings
Jun 27, 2025
Financial Planning for Generation X: Balancing Debt and Savings
Jun 27, 2025

(SavvyMoney - 6.13.2025) Tailored advice for Generation X on managing competing financial priorities.

Jun 27, 2025
How Can I Avoid Falling Into Debt?
Jun 27, 2025
How Can I Avoid Falling Into Debt?
Jun 27, 2025

(SavvyMoney - 6.11.2025) Discover practical tips to stay on track financially and avoid accumulating high-interest debt.

Jun 27, 2025
Advisor offices in residences doubled, with never again 9-5 attitude rising
Jun 27, 2025
Advisor offices in residences doubled, with never again 9-5 attitude rising
Jun 27, 2025

(Financial Planning - 6.10.2025) When COVID-19 changed the world, Zoom spread the familiarity of virtual meetings. Now, the meaning of the word "office" has forever changed for many advisors and clients.

Jun 27, 2025
Experts Explained 401k(s) Like I’m 12 — Here’s What I Learned
May 28, 2025
Experts Explained 401k(s) Like I’m 12 — Here’s What I Learned
May 28, 2025

(Yahoo! Finance - 5.28.2025) Saving for retirement can be confusing. You probably know that having a 401(k) is advisable, but if your eyes glaze over when presented with financial jargon, you’re not alone.

May 28, 2025
TikTok has a way to bypass tariffs — but is it legit?
May 12, 2025
TikTok has a way to bypass tariffs — but is it legit?
May 12, 2025

(Salon - 5.10.2025) What American doesn't like a deal, especially in this economy? Chinese manufacturers are urging Americans to buy their favorite luxury brands directly from them.

May 12, 2025
The Ultimate Tariff Buying Guide
May 12, 2025
The Ultimate Tariff Buying Guide
May 12, 2025

(Financial Advisor Mag - 5.9.2025) Feeding the financial anxiety are headlines about companies urging shoppers to “buy before it’s too late” — not to mention that shelves could be sitting empty, a recession could be coming, and holidays are already looking dire. Here’s what supply-chain analysts, financial advisers and other experts recommend adding to your cart, and what’s a wait-and-see.

May 12, 2025
How to Improve Financial Literacy
May 12, 2025
How to Improve Financial Literacy
May 12, 2025

(SavvyMoney - 5.7.2025) When it comes to financial literacy, many Americans still have a long way to go, according to a new poll from U.S. News & World Report. So, why does this matter so much?

May 12, 2025
I’m Retired. Why Do I Need Good Credit?
May 12, 2025
I’m Retired. Why Do I Need Good Credit?
May 12, 2025

(SavvyMoney - 4.22.2025) If you are retired and haven’t been keeping up with your credit score, do yourself a favor and check in on the three-digit number. There are several reasons retirees should continue to pay attention to their credit scores.

May 12, 2025
The Ultimate Tariff Buying Guide
May 8, 2025
The Ultimate Tariff Buying Guide
May 8, 2025

(Bloomberg - 5.8.2025) Worried that Trump’s policies might make stuff more expensive? Here’s what to purchase right now, what to skip and what’s a maybe.

May 8, 2025
Clients value advisor relationships over investment advice, study shows
May 5, 2025
Clients value advisor relationships over investment advice, study shows
May 5, 2025

(Financial Planning - 5.2.2025) A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with their advisors much more than any investment advice.

May 5, 2025
How to Talk to Your Heirs About Wealth—Without the Drama
May 3, 2025
How to Talk to Your Heirs About Wealth—Without the Drama
May 3, 2025

(Investopedia - 4.25.2025) It is a talk that often gets put off or avoided, and for too long. Talking to your heirs about their future wealth may not be an easy or quick conversation, but there are ways to do it without creating misunderstandings or conflicts.

May 3, 2025
How Much Is the Average Inheritance? It's More Than You Might Think
Apr 28, 2025
How Much Is the Average Inheritance? It's More Than You Might Think
Apr 28, 2025

(Investopedia - 4.24.2025) The average inheritance is higher than you might think because of the large amounts passed on by families. So, what should you do with an inheritance? And, what do you need to know about the related taxes?

Apr 28, 2025
The RIA Industry Is Getting Younger. Not Your Average Advisor
Apr 10, 2025
The RIA Industry Is Getting Younger. Not Your Average Advisor
Apr 10, 2025

(The Daily Upside - 3.9.2025) As Americans’ wealth and demand for professional advice grows, the clock is ticking for firms to find new recruits.

Apr 10, 2025
Helping clients choose between DAFs and private foundations
Apr 9, 2025
Helping clients choose between DAFs and private foundations
Apr 9, 2025

(Financial Planning - 2.25.2025) When it comes to guiding clients with their charitable giving, advisors have several options. Among the most popular are donor-advised funds (DAFs) and private foundations.

Apr 9, 2025
How to Set Up a 401(k): A Step-by-Step Guide
Apr 4, 2025
How to Set Up a 401(k): A Step-by-Step Guide
Apr 4, 2025

(Investopedia - 3.31.2025) You've started a new job and your company offers a 401(k) plan, an employer-sponsored retirement savings plan. This is a great opportunity to save for retirement. Here are the steps you need to take to get your 401(k) off the ground.

Apr 4, 2025
Asked on Reddit: Where Should I Put an Unexpected Inheritance?
Apr 4, 2025
Asked on Reddit: Where Should I Put an Unexpected Inheritance?
Apr 4, 2025

(Nerdwallet - 3.28.2025) A windfall from a family member opens up many options, but sometimes simply saving is the best strategy.

Apr 4, 2025
Crypto in client portfolios? Advisors on bitcoin, 1 year after ETF approval
Apr 4, 2025
Crypto in client portfolios? Advisors on bitcoin, 1 year after ETF approval
Apr 4, 2025

(Financial Planning - 1.2.2025) Nearly one year ago, the SEC approved the first spot bitcoin exchange-traded funds.

Apr 4, 2025
10 Things to Know About the IT and Technology Industry Before Starting Your Career
Apr 4, 2025
10 Things to Know About the IT and Technology Industry Before Starting Your Career
Apr 4, 2025

(InterviewFocus - 11.13.2024) Entering the IT and Technology industry can feel like navigating uncharted waters, but essential insights from leading experts can light the way.

Apr 4, 2025
Tax Planning for Retirement Income: 7 Strategies to Minimize Taxes
Apr 4, 2025
Tax Planning for Retirement Income: 7 Strategies to Minimize Taxes
Apr 4, 2025

(High Net Worth Magazine - October 2024) In a world where financial security post-retirement is on everyone’s mind, expert insights offer invaluable guidance. A founder and financial adviser dive into their tried-and-true methods to ensure your hard-earned money goes further.

Apr 4, 2025

 

 
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