L Broad/Shutterstock.com Your financial advisor plays a vital role in shaping your financial future, but to get the most out of the relationship, you need to ask the right questions. These 10 crucial questions can help you gain clarity, confidence, and control over your financial plans.
Prostock Studio / Shutterstock.com The new year is the perfect opportunity to reevaluate your finances and pave the way for long-term prosperity. Whether you’re looking to save more, pay off debt, or invest smarter, small changes can lead to big rewards. It’s time to adopt habits and strategies that will help you achieve your financial … Read more
Video Studio / Shutterstock.com As 2025 approaches, recently released research from two different organizations reflects just how difficult a year many Americans have had to build wealth. Northwestern Mutual’s annual Planning and Progress Study found that 33% of U.S. adults “do not feel financially secure,” marking the highest level of financial insecurity since the 167-year-old … Read more
As we head into 2024, it’s time to highlight the best posts from Financial Samurai this year. When I started Financial Samurai in July 2009, my goal was to publish three posts a week for 10 years. She achieved this milestone in July 2019, but like Forrest Gump, she kept moving forward. Writing has always … Read more
Have a nice day Photo / Shutterstock.com With the new year approaching, this is the perfect time to evaluate your financial goals and strategies. Starting 2025 with a strong plan can help you make smarter decisions, build wealth, and reduce stress. Here are six smart strategies to set yourself up for financial success this year.
Joseph Sum / Shutterstock.com As discussions rage over an extension of the 2017 tax cuts and the potential implementation of new tax policies, many Americans are wondering how these changes will impact their finances. Whether you’re planning a big purchase or simply trying to control your expenses, here are five ways Trump’s tax plans could … Read more
With Donald Trump set to become the 47th President of the United States, it’s natural to wonder what this new administration could mean for your finances. For most people under 30, a change in leadership might not significantly impact financial planning. In your 20s, you’re often not earning enough or rich enough for a president’s … Read more
Andrey_Popov / Shutterstock.com As the end of the year approaches, you may feel pressured to get your finances in order – and rightfully so. Financial experts often emphasize that year-end strategies can lead to significant savings and better preparation for the coming year. From maximizing tax benefits to cutting back on unnecessary expenses, these tips … Read more
After speaking to dozens of parents, a school principal several times, and a financial aid officer, I’ve concluded that the biggest financial misconception about applying to college is that you have to be poor or middle class to receive financial aid. The feedback I’ve gotten from everyone is that you can have a multi-six figure … Read more
Shishek Roman / Shutterstock.com Life is a journey filled with significant milestones, each of which brings unique financial challenges and opportunities. Whether you want to start a family, buy a home, or plan for retirement, being financially prepared for these events can reduce stress and set you up for success. Here are 10 major life … Read more