For many people, the last weeks of the year are a scramble to get necessary tasks completed along with preparing for the holidays. To help ensure you don’t miss anything crucial, here are a few things you should do by December 31st to help your finances this year and next: Determine your budget for holiday […]
Author: lewis-knopf
What to Look for in a Daily Money Manager
Are you having trouble managing your own or your loved one’s day-to-day finances? If so, you may want to speak with a daily money manager. Most people have no idea what a daily money manager does. He or she is a professional who assists people with managing the non-investment side of their daily financial life, […]
The Direct and Indirect Costs of Divorce
Pain, sadness, regret, disappointment…divorce can be emotionally fraught for families. In addition to the emotional cost, there can be a steep financial cost as well, some of which are immediate and others that can have long-term consequences. In the short term, many considerations have financial implications once a couple has reached the difficult decision to […]
Fatherly Financial Advice
In “Rich Dad Poor Dad,” Robert T. Kiyosaki laid out the advice that he says the wealthy pass on to their children. Whether rich or poor, many fathers try to guide their children toward financial responsibility. In honor of Father’s Day this month, we offer some fatherly advice for managing money. Hard work pays off. […]
May 29th is 529 Day!
This month, thousands of young adults will march to the strains of “Pomp and Circumstance” as they receive their college diplomas. Even if your children are years away from donning a cap and gown, experts advise that it is never too early to begin saving for college. May 29 is 529 day, a day to […]
Paying it Forward
April 18 is right around the corner, which means that for last minute tax return filers, this is crunch time! Whether you prepare you own tax return, use a service or have an accountant, you most likely need to invest some time pulling together your paperwork – W2s, 1098s, 1099s. At the same time, you’re […]
Fall in Love with Your Financial Future
With Valentine’s Day right around the corner, love is in the air. Whether you are in a committed relationship or still looking for love, just starting out or nearing retirement, there’s no better time to plan for the milestones that lie ahead. Finances are not normally a topic tied to romance but planning for a […]
Keeping the Holiday Spirit Alive All Year
It begins around Thanksgiving…that subtle yet noticeable change in people’s behavior. We become more conscious of all we have to be thankful for. It continues right through the end of the year…that holiday spirit that leaves many of us feeling a bit more generous, open and loving toward our fellow man. We may be moved […]
Giving Thanks & Giving Back
Many people cite Thanksgiving as their favorite holiday. Thanksgiving lacks the commercialism of Christmas, the party-all-night energy of New Year’s Eve, and the religious overtones and rituals of Passover or Easter, yet it uniquely unites people of all faiths and walks of life around a central theme: gratitude. It is the one day each year […]
Schooling Kids on Money Matters
As children and teachers across America headed back to school with new backpacks stuffed with a raft of supplies, there is one important lesson that may be missing from the curriculum: how to manage money. Experts say these lessons should begin quite early in life. They recommend laying a sound financial foundation beginning at around […]
