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Budgeting helps to paint the big picture view of what your financial future will look like and how you can live within your means. By accounting for how much money you make and keeping track of how much you spend, you can have the peace of mind knowing that you won’t run into trouble
This month we look into how to organize your finance records and cash flows, as well recovering important documents and unclaimed accounts. We dive into essential records: What are they, how long should they be kept, and where?
Have you ever received a financial document that you just didn’t know what to do with? You can’t throw it away because, who knows, you could need it down the line at some point.
Throughout college, every student has a different level of financial independence. Whether you are supported by family, a part-time job, student loans, or any combination of the three, after graduation and becoming a young professional, the safety net tends to disappear.
Technology has allowed individuals to easily keep track of their finances down to the last penny, but you don’t have to track down every dollar to make a simple and helpful budget. Whether it is in a notebook, a spreadsheet or using an app
Technology has enabled the retail investor to have access to dozens of different asset classes and financial products previously only available to investment professionals. The democratization of the financial markets through easy accessibility
On Friday, February 2nd The Dow closed down 666 points, or 2.5%. The sudden move came unexpectedly as inflation data came in slightly higher than expected. The following week the Dow continued its decline, at one point down 10% from the highs.
Everywhere you look, there is talk about Bitcoin. Oddly though, the media seems more interested in emphasizing its exponential tear upwards than explaining the underlying technology. Bitcoin, simply put, is a completely virtual currency.
Portfolio stress tests have gotten a lot of attention from the media lately. It’s hardly a new concept; every year, the Federal Reserve conducts a stress test of the thirty largest financial institutions to figure out how they’d react in the event of an extreme financial crisis.
Recently, on a quintessential New England fall weekend, Boston welcomed over two thousand personal financial planners from all over the United States and nineteen countries. The Financial Planning Association’s annual conference, held at the Boston Convention and Exhibition Center
