With news of the massive Mega Millions lottery prize going to a lucky winner in South Carolina last week, it’s a perfect time to discuss how to handle a windfall. While most of us will never be lottery winners, there are much more common “windfall scenarios”...
Generational divides have always existed. From our great-grandparents to our grandparents to our parents to our children, each generation is unique in their approach to their financial lives. One of the major differences between each generation is how they...
We’ve heard over and over that men are from Mars and women are from Venus – but how different are we really in terms of our finances? Financial services marketing seems to think there’s a big difference by constantly targeting the “female investor.” But what...
One of the biggest questions Americans face when thinking about retirement is: will Social Security exist when I retire? According to the government, Social Security is on track to be depleted by 2034, at which point they will begin paying a portion of the...
Frankly, most couples would likely rather schedule a root canal than set aside time to have a frank discussion about money. For Americans, avoiding money discussions is practically built into our DNA. We’ve been raised to believe that money is a taboo...
Bitcoin has taken investors on quite the adventure. As its price soared to nearly $20,000 late last year, the cryptocurrency swept up new converts in its momentum — many of whom were no doubt disappointed when that number plummeted to less than $6,000 in...
Love trumps money, according to a new survey in which we explored Americans’ attitudes about love and money. But money is also the biggest stressor when it comes to love. The Personal Capital Love and Money Survey found that close to four out of five...
Some of the most famous lines from one of history’s most well-known love stories involves a young woman asking her love interest to cut off his family. If he refuses to do so, she’s prepared to disown her own family and identity, based only on his pledging...
We are amidst one of the longest bull markets in history, which leaves many affluent investors to ask: What comes next? It looks like even for those who seem to have everything, the future is still uncertain. What will happen with the market? How can...
Many people have different types of investment accounts, each with its own manager. We have found, however, that having one manager for all of your accounts can not only eliminate knowledge gaps and unnecessary complexity, but can also result in tax...
