Archive - 2019

1
Saving in Retirement
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Is “Smart Money” Really that Smart?
3
College Planning: What Affects Your Qualification for Financial Aid?
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Women’s History: Finance Columnist Sylvia Porter Hid Her Gender
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Why track expenses?

Is “Smart Money” Really that Smart?

Ask ten people if they think they’re a good driver, and I’m willing to bet that most, if not all of them, will claim to belong to that camp. The other guy or gal is the bad driver, not me. But someone is causing all of those car accidents and traffic snarl-ups, so we can’t all be considered good drivers. The same can be said about investors. We often hear financial pundits on TV talking about what the “Smart Money” is doing. Who are these smart people? What makes them so smart? And if they are smart, what are we?… Read More

College Planning: What Affects Your Qualification for Financial Aid?

A 90-second read by Anthony Benante: The first thing you need to do to see if you qualify for financial aid is fill out the FAFSA form: In order to apply for financial aid, you must complete the FAFSA (Free Application for Federal Student Aid)  form. There are certain criteria to first apply for financial … Read More

Women’s History: Finance Columnist Sylvia Porter Hid Her Gender

Accounts of Sylvia Feldman Porter’s life often cite the fact that her widowed mother lost $30,000 in the 1929 stock market crash as the thing that lit the spark for her career as a financial columnist but that interest may have been piqued even earlier. Porter also watched her parents lose money selfing Liberty Bonds at in inopportune moment, something she said many people once World War I was over. Sylvia Feldman’s mother was serious about her daughter getting a good education. After that  loss of $30,000, Sylvia wanted to know how that happened and switched her major from English/History to… Read More

Why track expenses?

One of the primary things that we suggest to clients is to track expenses. In some cases, this means noting down each expense as you make it, daily, so that even the incidental cash outlays are tracked. Another way to do this is to use an automated method, one of the many apps available, to monitor your expenses through your credit card and bank accounts. Either way, when you track expenses there are a couple of outcomes that can have a positive influence on your financial life. The first is that you become more aware of each outlay of money,… Read More

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