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The Holiday Splurge Read Article

“HAPPY HOLIDAYS!” is what we all want. Our aim is to enjoy the holidays and bring joy to others. But when your post-holiday bills roll in after the big splurge, what do you want your money situation to look like?

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Parents, Adults, Advisors
Tips to Find a Financial Advisor Read Article

One of the questions I’m asked frequently as I travel the country is “Do I need a financial advisor?” Many individuals and couples like the idea of tackling a variety of projects with a confident do-it-yourself mentality. However, I’ve found that DIY financial planning has its limitations. Given the level of complexity

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Adults, Advisors
  • Eating Out vs. Eating In
    Did you know the average American adult buys a meal or snack from a restaurant 5.8 times a week and more than 30% of children eat fast food on any given day?
  • How to Maximize Graduation Cash
    The graduation season is fast approaching. With each day that passes, anticipation grows of the gifts and money a graduate will receive in celebration of their achievement. It’s crucial to plan ahead to maximize graduation cash before your young person dashes off to whatever lies ahead.
  • The Year of the Conversation
    As we ring in the New Year, it’s common and also helpful to do two things related to your personal finances: reflect on the choices you made (small and large), as well as, think about the choices you hope to make in the future.
  • Building Wealth - One Choice at a Time
    On the eve of financial literacy month, it’s a good time to talk about what it takes to accumulate wealth – be it $1,000 or $100,000. More specifically, how it often boils down to our daily spending decisions.
  • Launching the Boomerang Generation
    There’s no question about it, everyone has suffered through the recession. But, according to a recent study released by the Pew Research Center, young adults are arguably being hit the hardest by today’s economy. Only 54% of 18 to 24 year-olds are employed, the lowest since the government began collecting this data in 1948.
  • Can Money Buy Happiness?
    There’s no question about it. Money is a necessary ingredient for happiness. We need it to meet our basic needs on a daily basis.
  • Money 911
    Establishing and maintaining an emergency fund is one of the most important things you can do for yourself—both financially and emotionally.
  • Transaction vs. Interaction
    Nathan did a brief interview with the Community Foundation of Greater Birmingham when he was in town speaking at two events sponsored by the foundation.
  • Guess who’s cashing student loan checks?
    Last month Walmart announced that it is extending its reach into the alternative check-cashing industry. The retail giant’s expansion of services means that you can now cash checks for rebates, pensions, retirement accounts, and student loans at any one of its stores.
  • Healthy Money Habits for the Next Generation
    In my experience of working with high-net-worth families, there is a significant imbalance in the amount of time and energy they devote to the transaction of wealth versus the interaction of wealth.
  • Lessons to be Learned from the Debt Ceiling Crisis
    With American households spending about 106% of what they are earning we need to be honest about our financial situation and plan ahead for the unexpected.
  • Getting the Most Out of Money Sanity Solutions: Tips for Financial Advisors
    Let’s face it, every family knows they should have conversations about money. The problem is that most people don’t know how. Where do they start? What do they want to accomplish? How do they broach difficult subjects? That’s where Financial Advisors have a unique opportunity to step in and help families proactively address
  • Why Can't Americans Save?
    Why Can’t Americans Save? This week the New York Times "Room for Debate" section took on that very topic. The article featured several different perspectives on a recent Harris poll that examined American’s savings habits.