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Are You Prepared for Retirement?

One of the best things you can do for your financial future is to start preparing for retirement as early as you can. Unfortunately, not very many Americans are getting ready for retirement. Indeed, according to a report from the Federal Reserve, 31 percent of Americans have no retirement savings at all. Not only that, […]

#552: The Harsh Truth About Getting Wealthy

Dr. Brad Klontz and Adrian Brambila join us for part two of their three-part series on “harsh truths” about building wealth. The first truth sets the tone: being poor sucks. But they quickly distinguish between being “broke” (having no money, which can be temporary) and having a “poor mindset” (which keeps people stuck). Even high-income […]

18 Best Financial Advisor Conferences To Attend In 2025

Financial advisor conferences are not what they used to be. Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e., continuing education) and often held a space for the vendors who served those advisors, with organizations like […]

Social Security Fix Requires Political Courage

Social Security recipients will get a 2.5 percent cost of living adjustment (COLA) in January. That is not much to help seniors keep up with rising prices, but it is enough to tax the already stressed trusts funding the program.  The Social Security’s Old Age and Survivors Insurance (OASI) Trust Fund is expected to run […]

Best Budgeting Apps For 2024

Source: The College Investor Ready to start using the best budgeting app to tackle your finances? Organizing your financial life is the first step to growing wealth, and technology can help you move in the right direction – specifically using budgeting apps and money tracking apps. But with the number of apps mushrooming each day, […]