Invest With Little Money: Start Now or Wait
Can’t afford to save right now? No. Invest with little money today. Automate $10 to $50 a month, capture any 401(k) match, and let compound growth work.
5 Stoic Habits for Financial and Personal Growth
As we step into a new year, it’s a great time to reflect on habits that can help us grow—not just financially, but also personally. In my work with clients, I often find inspiration in timeless philosophies that promote discipline, focus, and resilience. One such philosophy is Stoicism, a practice rooted in self-control and rational decision-making. We wouldn’t be called Stoic Wealth Advisors if we didn’t practice what we preach. Here are five Stoic-inspired habits to consider as you plan for the year ahead.
529 Plans Demystified: What Affluent Families Need to Know
As an affluent family, planning for your children's education is likely a top priority. You want to ensure that they have access to the best education possible without worrying about the high cost of tuition; this is where 529 plans come into play. However, with so much information, understanding these plans and how they benefit you is essential. That's why we have demystified 529 plans and compiled this guide to help affluent families make informed decisions.
How to Develop a Money Mindset That Aligns with Your Goals
Financial goals are essential. Setting them will help you to obtain the things you want out of life as well as live the lifestyle you desire, both during your working years and in your retirement. But obtaining these goals isn't always easy unless you develop a money mindset that aligns and drives you to these goals. So how do you create this mindset to give you the ideal chance of obtaining your financial goals?
Financial Planning for Working Moms
Historically, working mothers have had even higher ambitions in the workforce than working women in general.1 This ambition may drive them to excel in budgeting and financial matters that can help them manage their family's finances. What should working moms know about financial planning, and what steps can they take to help their family work towards a confident financial future? Here are five financial planning tips for working moms.
Why High Earners Need Life Insurance Too: Helping Your Family and Preserving Your Finances
There are several ways high-net-worth individuals can benefit from life insurance. It is a vehicle that could provide loved ones with an income stream, it can be used as an investment strategy, it may help to lower your estate tax burden, and it could also be a potential safeguard for business owners.