Continuing on the theme of financial education -- for "kids of all ages". Brush up on the universal truths.
1. Needs vs wants...
CNBC.COM
5 crucial financial lessons for kids of all ages
Shameless self-promotion: I've been named a Five Star Wealth Manager for a ninth year. I'm so proud to represent this profession.
FIVESTARPROFESSIONAL.COM
Meet Five Star Wealth Manager Margaret Graff, an award-winning wealth manager in Atlanta, GA.
I still remember my dad coming home on payday and showing me the passbook that showed the $2 deposit that he had made into my savings account. Apparently the lesson stuck.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Austin and Allie are getting married today! Congratulations and all our best wishes as you set out on your new journey.
Does the pandemic have you re-considering your retirement timeline? Before you make any decisions, let’s meet and evaluate your options.
FORBES.COM
68 Million Americans Are Changing Their Retirement Plans
My posts have been dormant for awhile, as I suspect we're all under information overload leading up to the election. But I thought this big-picture article from AARP about life choices that affect retirement was worth the detour from politics.
AARP.ORG
6 Financial Decisions That Could Impact Your Retirement
I'm having a lot of discussions with clients about donating to their donor-advised funds (DAFs) to cover next year's charitable donations. The market is relatively high, so this may be a good time to proceed. DAFs are powerful tools for philanthropic planning and tax planning. Contact me if you'd like to learn more.
How is your retirement shaping up? This article will tell you where you stand relative to your cohort. You definitely want to be above average here. The numbers are pretty scary if viewed through the lens of the 4% rule, a ballpark limit of the amount you can withdraw from an appropriately diversified portfolio during retirement.
MARKETWATCH.COM
Here are the average retirement savings by age: Is it enough?
How's your self-awareness? Here is a dynamite exercise to find out. Do it before your next job interview.
(Thanks to Dan Pink for sharing great content.)
FASTCOMPANY.COM
What GM’s Mary Barra asks in job interviews
We won't know until January if we have a divided Congress. Russell Investments offers their take on how gridlock might affect the economy.
RUSSELLINVESTMENTS.COM
How U.S. Election Results Could Impact Economy | Russell Investments
Social Security numbers have been published for 2021.
AARP.ORG
Biggest Social Security Changes That Start Jan. 1
Social Security is a major component of most Americans' retirement planning. How will your own retirement plan hold up if benefits are reduced? This timely article provides some sobering insights.
NYTIMES.COM
Social Security Seemed Like a Future Problem. The Virus Changed That.
ESG (environmental, social, and governance) considerations are no longer confined to niche investing: the BlackRock juggernaut is placing the issues front and center. How does your portfolio score on sustainability?
NPR.ORG
World's Largest Asset Manager Puts Climate At The Center Of Its Investment Strategy
The minimalist movement often has pearls of wisdom to help people who are running on the consumerism treadmill. The COVID era is an excellent time to break the debt cycle.
BECOMINGMINIMALIST.COM
8 Characteristics of People Who Are Successful At Getting Out Of Debt
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
https://www.ameriprise.com/financial-news-research?CID=GS_115262_1514842
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
I'm excited to announce the addition of Grant Chandler to our financial planning practice. Grant brings 20 years' experience and a lot of firepower to the practice: he is a CFP Practitioner (the gold standard in our business) and also has a BFA (Behavioral Financial Advisor) designation (focusing on how investors tick). He's looking forward to meeting you and your friends.
AMERIPRISEADVISORS.COM
Grant Chandler - Financial Advisor in Atlanta, GA | Ameriprise Financial
I finally took the plunge and purchased Love Actually. This capital investment ($9.99) will pay off in less than three years ($3.99/year rental). What's your holiday movie indulgence?
EN.WIKIPEDIA.ORG
Love Actually - Wikipedia
Take care to tune in to subtle changes in your parents, your friends, and even yourself.
CNN.COM
Missing credit card payments may be an early sign of dementia, study says
