Good Financial Reads: How to Make Room for Travel in Your Life, Four Misconceptions about Working with a Financial Planner, and More
Share this
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
Catch up on some of the latest posts with this week's roundup:
How to Make Room for Travel in Your Life
by Mary Beth Storjohann, Workable Wealth
Almost everyone wants to travel. We talk about it, fantasize about it and hold on to the good memories for months after we’ve returned home.So why don’t people travel more?
Whether it’s a lack of finances or an overabundance of responsibilities, it usually boils down to an inability to fit travel into our lives. To make matters worse, people tend to turn the vacations they can afford to take into a big, stressful, expensive mess – killing their motivation to book another trip in the near future.
Four Misconceptions about Working with a Financial Planner
by Michael Solari, Solari Financial Planning
Working with a financial planner is an investment of your time and money, so naturally, you’re going to want to do your research ahead of time. But while you’re looking for your ideal CFP, keep these common misconceptions – and their truths – in mind:
Create a Monthly Cash Flow Process
by Joe Morgan, JWM Wealth Management
There are three activities that primarily drive the success of your financial life: what you make, what you spend, and how you invest.I would bet you know very well what you make and while you may not feel confident in how you invest you likely know what’s happening.
What most people don’t seem to grasp is what they spend.
8 Quick Facts about Health Savings Accounts
by Scott Frank, Stone Steps Financial
A health savings account (HSA) is a savings account used in conjunction with a high-deductible health insurance policy (HDHP) that allows you to save money tax-free against medical expenses.
For those who have a high-deductible health insurance policy, health savings accounts are a great tool to save for future medical expenses that have a few other benefits, too.
Share this
- Financial Planning (575)
- From XYPN Members (564)
- Financial Advisors (474)
- From Our Advisors (422)
- Advice (274)
- Money Management (271)
- Financial Planners (270)
- Finding an Advisor (110)
- Saving and Earning Money (87)
- Finances (73)
- Investing (67)
- Financial Independence (64)
- Retirement (62)
- Millennials (61)
- Budgeting (53)
- Taxes (51)
- Debt Management (40)
- Industry Trends & Insights (37)
- Fee-only advisor (34)
- Investment Management (30)
- College Planning (29)
- Building Your Firm (23)
- Financial Education (21)
- Financial Decisions (20)
- Financial Management & Investment (20)
- Finance for Parents (19)
- Financial Plan (17)
- Working with a Financial Advisor (17)
- Credit (16)
- Homeowners (15)
- Investor (15)
- NextGen (14)
- Saving (14)
- Staffing & HR (14)
- How to Choose a Financial Advisor (13)
- CFP Certification (12)
- Marriage and Money (12)
- Student Loan Debt (12)
- Insurance (11)
- Robo Advisors (11)
- Buying a House (10)
- Charitable Donations (10)
- Credit Cards (10)
- Family (10)
- Health Care (10)
- Retirees (10)
- Virtual Advisor (10)
- Behavior (9)
- Early Retirement (9)
- Spending (9)
- Wealth (9)
- Advisor Success (8)
- Lessons (8)
- Mortgage (8)
- Roth IRA (8)
- Small Business (8)
- Social Responsibility (8)
- Business Owner (7)
- Equity Compensation (7)
- Investment Planner (7)
- Kids and Money (7)
- Life Insurance (7)
- Recession (7)
- Savings (7)
- Stock Market (7)
- Strategy (7)
Subscribe by email
You May Also Like
These Related Stories