Using “the force” to invest: SRI aligns investments with your values
Socially responsible investing (SRI) has been around for decades with more than $8 trillion invested based on this approach. Read more about SRI.
Nudging people in the right direction
Sometimes we could all benefit from a little extra nudge. Read Justus Morgan’s latest column to see how inertia doesn’t advance financial well-being.
Kicking the kids off the family dole; helping adult children become financially independent
Determining when to kick a kid off the family dole en route to becoming financially self-sufficient isn’t easy. It can start with a conversation about goals.
Putting some bounce in your step
Don’t let a financial setback be as uncomfortable as shoes that are too small. Read how to bounce back.
Defining your next specific action can help you achieve your goals
Many financial goals are fairly broad or generic such as building cash reserves, retiring or paying for a child’s college education. Unfortunately, there are many distractions that keep us from ever refining and achieving our goals. Taking a cue from personal productivity guru David Allen, the key to achieving any of these goals is defining…
Save more without spending less
Here are a couple of strategies from Justus Morgan that can help you accomplish the goal of saving more without spending less in the process.
Levers for reducing investment risk
There’s little you can control about the stock market. Learn about a couple things you can do to reduce your investment risk.
Our own worst enemy
Many of us can tell dysfunction when we see it. Would you recognize if your behavior around money started exhibiting signs of dysfunction?
The pillars of America’s success
As we approach the end of the year, many people are turning their thoughts to charitable giving strategies. Discover some options that can increase the impact of your giving.
Boosting your returns in retirement
Waiting an extra year to retire can add 1% per year of additional returns during retirement. Read Justus’s RJT column to learn more.