financial planning

Is Your Credit Card Ready to Go Abroad?
While it’s easy to swipe your card in the United States, your purchasing ability might be limited overseas if you’re not prepared. Planning for a vacation can be exciting—choosing a destination, scouting sightseeing opportunities, counting the days until takeoff—but financial planning should also be part of your pre-vacation ritual. Beyond budgeting for your trip, when  Read More →
Financial Lessons from Your Favorite Flicks: Grab the Popcorn!
With Oscar’s season upon us, many make it a point to indulge in the year’s top movies. When you pay a visit to the movie theater or curl up on the couch to see that much-awaited flick, you’re probably looking for 90 minutes of uninterrupted entertainment, not a lesson in personal finance. But whether you’re  Read More →
The Sound of Music: Financial Lessons From Your Favorite Hits
With the 61st GRAMMY Awards just around the corner, music is on the mind! You expect financial advice from an advisor, and even sometimes from your friends and family (whether you want it or not). The last place you expect to hear it is singing along to your favorite song—but that doesn’t mean it’s not  Read More →

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