In a trade-off between working longer or saving more, a recent report found that delaying retirement for just three to six months has the same impact as saving 1 percent more of your salary over 30 years….
Asset management fees are coming down as lower-cost passive investments take center stage and calls for radical transparency in fee disclosure get louder This means change is coming to the wealth management arena as well, say industry experts How this plays out for individual advisors will depend on their technology platforms and, according to Shirl Penney, CEO of Dynasty Financial Partners , on their ability to articulate value and offer distinct services under clear pricing policies. New York-based Dynasty provides a la carte infrastructure support and related services to about 40 RIAs. For Penney, the fact of “fee pressure and the fear of margin compression” among wealth managers is “undeniable” as “the rate of innovation” in…
How Much House Can You Afford With A Low-Down-Payment Mortgage?
Regardless of what your income is, here are five important questions to ask before you start the search for your first home.
Top 10 Features Of A Profitable Rental Property
Looking to purchase a rental property? These are the factors that should be considered for income-producing real estate.
Get the Right Life Insurance for Millennials with These Tips
Life insurance is a key element in your financial planning. Find out what millennials need to know about life insurance so you can get coverage.
Tips for Trailering or Towing a Boat
With a little practice and some preparation, you can master the fine art of towing and trailering your boat, spend less time behind the wheel and more time on the water!
Financial Wellness and What Your Financial Advisor Isn’t Telling You
Manisha Thakor and Financial Finesse CEO Liz Davidson explore what it means to achieve financial wellness.
Focus Dance Center New Location Grand Opening
Explore this photo album by Greater Irvine Chamber on Flickr!
Financial Advice for Young Women, from Women
If you are a young woman in college or entering the workforce, here's some financial advice from senior Morgan Stanley women in Wealth Management.
3 Stone Pieces For Your Kitchen
Investing in your kitchen will bring value to your whole home. If you are remodeling your kitchen, consider upgrading these standard pieces with stone designs.
How to Settle Your (Credit Card) Debt: 6 Steps
I get this question a lot, a WHOLE lot: “Tiffany, how do I settle my credit card debt?” If you have credit card debt and you want to settle it (pay less than what is owed), here’s how… Preface: I wrote this article assuming that you are behind on your credit card payment [...]