(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.
Read More(Nerdwallet - 3.28.2025) A windfall from a family member opens up many options, but sometimes simply saving is the best strategy.
Read More(Financial Planning - 1.2.2025) Nearly one year ago, the SEC approved the first spot bitcoin exchange-traded funds.
Read More(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.
Read More(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.
Read More(Financial Planning - 10.16.2024) Concentrated stock holdings carry higher risks of volatility and, in many cases, steep taxes. However, with employee stock purchase plans (ESPPs) being offered, they are a very real part of many clients' portfolios.
Read More(Financial Planning - 10.18.2024) We're approaching the one-year mark since the SEC approved the first spot bitcoin exchange-traded funds back in January.
Read More(Financial Planning) At the end of a long, successful career, the thought of retirement can be quite anxiety-inducing for some clients.
Read More(NextAvenue) Throttle back spending, use side gigs to generate cash and buy good but affordable health insurance until you nail that new job
Read More(Experian) To pay off debt, financial planners recommend prioritizing your debts based on balance or interest rate, tracking your spending, cutting back and considering strategies such as consolidation.
Read More(The Balance) Mortgage rates tend to fall during a recession. This doesn’t directly impact existing homeowners with fixed-rate mortgages. However, it’s good news for those with adjustable-rate mortgages or prospective homeowners looking to buy.
Read More(FinancialPlanning) Many American couples decide to combine their finances. A study by the financial services firm Bankrate found that 77% of married couples have at least some joint financial accounts, and 43% only have joint accounts, keeping nothing separate.
Read More(WealthManagement.com) Not every advisor sees a role for alternative investments like private placements or nontraded REITs. For those who do, making the allocations in reaction to declines in traditional portfolios is a mistake.
Read More(The Penny Hoarder) Ryan spoke with Rachel Christian on the importance of keeping bitcoin in self custody and why most of “crypto” will fail over the long-term.
Read More(Financial Planning) Ryan spoke with Financial Planning about the collapse of FTX, the difference between Bitcoin and “crypto,” and why Citrine Capital still recommends that investors hold some Bitcoin in their portfolios.
Read More(Bankrate) Most people know they should be saving a portion of their income, but they might not grasp all of the benefits of doing so. In this article Kiersten shares her views on the top 6 reasons to save your money.
Read More(Nerdwallet) Kiersten covers how financial advisors can help LGBTQ+ people realize their goals and ensure their wishes are honored.
Read More(Time/NextAdvisor) Cryptocurrency officially hit the New York Stock Exchange this week, with the introduction of a new Bitcoin-linked fund.
Read More(ThinkAdvisor) In the last few years, advisors have faced a new push by some young clients who want to retire early — very early. The phenomenon is called FIRE, which stands for Financial Independence, Retire Early.
Read More(Money) It’s a familiar worry: is everyone in my family financially provided for? Is there anything I can do for them? Sefa provides her expertise on giving money to family members without making it awkward.
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