2019 | FIGuide

Estate Planning is a Plot Point in “The Goldfinch”

Nov 05 2019

One plot point in The Goldfinch (the movie version of this novel was released this year) involves a young boy whose mother has died and left him some money. In the movie, Theodore’s father coerces Theodore into calling his mother’s lawyer to ask that the lawyer to transfer a large sum of money to him. […]

©Bring Clarity to Your Finances™. Estate Planning is a Plot Point in “The Goldfinch” is a post from Bring Clarity to Your Finances™

Nine Top Elder Frauds to Avoid

Oct 31 2019

One of the areas that regulators have begun to focus on in the investment industry is elder fraud. After hearing about the vicious scams some endured by senior citizens, many by their own families, I’ve become more attuned to the clues that a client or relative of mine might be a victim of. Picture this: […]

Financial Planning is Savvy, Not Scary

Oct 29 2019

Halloween is a good time to think about what really scares you and the ways you mask or hide behind old habits to avoid facing your financial fears. Maybe you just ignore bills as they arrive. Perhaps you avoid checking your bank balance, credit score, or investment portfolio because you aren’t sure you can handle […]

©Bring Clarity to Your Finances™. Financial Planning is Savvy, Not Scary is a post from Bring Clarity to Your Finances™

Smart Ways To Handle A Highly Appreciated Investment

Oct 27 2019

Let’s say you’re the lucky owner of a highly appreciated investment (stock, mutual fund) you’ve held for at least a year. What’s the best way to sell it? Or should you donate it? Here are several choices facing an early investor in Apple shares that I’ll call “Meg.” Apple shares are valued at 246 per […]

Noise

Oct 25 2019

Every day we are bombarded with information. It can be difficult to wade through this sea of data and pick out the material that means anything to us. Of course, it doesn’t help that the existence of 24-hour news channels, social media outlets, and the scuttlebutt around the water cooler make it difficult to avoid. So how do we filter all the noise and get only the information we really need? I’ll offer a few suggestions that have worked for me. Perhaps they can help you. Turn off the news. This was one of the biggest mood lifters and time savers that helped me. I made this decision about 4 months ago and decided to make a conscious effort to not watch the morning and evening news. I also cancelled my newspaper subscription (it wasn’t that great anyway). Consider reducing or elimination your social media usage. This can be hard […]

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Archive - 2019

Estate Planning is a Plot Point in “The Goldfinch”

Nine Top Elder Frauds to Avoid

Financial Planning is Savvy, Not Scary

Smart Ways To Handle A Highly Appreciated Investment

Noise

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