Good Financial Reads: Managing Competing Financial Priorities, Investing: A Primer, and More

2 min read
November 25, 2016



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 Manage Competing Financial Priorities

by David Jacoby, Remote Financial Planner

Our financial lives are a constant game of tug of war. Our desires pull us, and our money, in competing directions as we try to meet all of our financial priorities. “I want to buy a home, pay off my student loans, and pay for my wedding… oh yeah, and have kids and save for retirement”—sound familiar? All of this can feel overwhelming, but it doesn’t have to.

[Read the Full Article]


Investing: A Primer. Which is Pretty Much All You Should Need.

by Meg Bartelt, Flow Financial Planning

I almost never write about plain old investing. For one, pretty much everyone else already does. Then there’s the fact that it’s rather boring. Add on to that it’s oftentimes nowhere near the most important part of your financial life and BAM! no blog posts.

But it’s never unimportant. And sometimes it’s very important. And there are definitely good ways and bad ways of doing it.

[Read the Full Article]


Six steps 23 – 30 Year Olds Can Do to Achieve Financial Success

by Kay Dee Cole, Clarity Wealth Development

Oh To Be Young! For 23 – 30 year olds, the opportunity to achieve financial nirvana is at hand! The great wealth transfer from Baby Boomers to the next generations has begun, with an estimated $41 trillion to change hands.

If you are one of the fortunate ones to be on the receiving end of the largess, hooray! But, if you’re like most Americans, you’ll be working hard for your money. Access to investment information and financial advisors is really unprecedented so getting in the game has never been easier.

[Read the Full Article]


First Time Home Buyers: What You Should Be Thinking About

by Greg Meyer, New Wave Financial Services

By far the most common question I am asked from my clients is, “How much can I spend on a house”? Maybe it is a function of an improving US housing market, or that I primarily work with clients in their mid 20’s to early 40’s (prime home forming years), or because most of these clients live in heavily populated tech communities in San Francisco, Los Angeles, and New York — markets which have seen an incredible increase in real estate prices over the last couple of years.

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