Personal Finances

Get Your Finances In Order

Your financial situation plays a big role in whether or not you reach your goals in life. Our network of alumni has the guidance you need to manage your finances well. 

 

Top Designations for Personal Finances Planning

Did you Know?

Americans spend 10% of their annual income on vacations, on average.

woman packing boxes

Is Buying a Second Home Right for You? It Depends.

Whether it’s a cottage at the beach, a cabin in the mountains, or a condo in a bustling downtown, a second home is an appealing option for many people. However, homeownership is a big decision, and owning two properties is (at least) twice as complicated as owning one. That’s why you need to understand what’s involved, the resources you’ll need, and how the decision may impact your financial future. There are three main types of second homes:

photo to showcase Inflation Field Guide: Offensive and Defensive Strategies to Help Combat Inflation

Inflation Field Guide: Offensive and Defensive Strategies to Help Combat Inflation

Since its quick and steady climb in 2021, reaching a November peak of 6.2% not seen since 1982, inflation has been top of mind for financial professionals and their clients. While recent headlines point to a turning tide and the return to more moderate inflation rates in 2022, you must be prepared in these unpredictable times.

photo to showcase Tax Strategies for Special Needs Families

Tax Strategies for Special Needs Families

If you or a loved one has disabilities or special needs, you know that the costs related to care can be substantial. The good news is, you may be able to reduce these costs by maximizing the tax strategies available to you.

photo to showcase What Should You Do With an Old 401(k)?

What Should You Do With an Old 401(k)?

401(k)s are one of the best benefits and employer retirement savings plans in the professional world. They make saving money convenient and are a vital part of many people’s retirement planning. However, with the average American holding more than 12 jobs before the age of 52, you’re unlikely to have just one 401(k) during your career — and that can leave you unsure of what to do.

Browse Tips, Tricks, and Guidance From Our Network of Experts