Personal Finance

Ask an Advisor: Should I Combine Retirement Accounts from Past Employers?

Ask an Advisor: Should I Combine Retirement Accounts from Past Employers?

  This week, five advisors from XY Financial Planning Network weigh in to answer our reader question. Q: I have 3 retirement accounts from past employers.  Is it smarter to combine these accounts into one place?  Do I choose on the basis of who has the least fees? A. “Combining those accounts... Read More

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Living Rich, But Feeling Broke; Time For a Plan

Living Rich, But Feeling Broke; Time For a Plan

  Many of us live, act and spend as if we’ve got much more money than we do. The irony is that most actual rich people do the opposite. They drive Hondas and Toyotas and live in ordinary neighborhoods and wear clothes from stores like Kohls. They spend on what matters and what promises long-term... Read More

5 Ways to Build More Time into Your Day

5 Ways to Build More Time into Your Day

(For accomplishing what's important to you)

  If you feel like you’re not accomplishing your life and business goals in the time frame you want, it can be frustrating, not to mention unhealthy (it activates stress hormones). The good news is, there are people who are accomplishing their goals in spades and we can learn from them. Recently,... Read More

How Confidence Helps You Save More

How Confidence Helps You Save More

(And 4 power moves you can start applying today)

  You can probably recall a time when you felt less than confident and decided that buying something new (a dress, a designer handbag, a car) would boost your spirits. The truth is, how we feel about ourselves plays a role in how much money we spend and how much we save. The worse we feel, the more... Read More

Not Your Parents’ Financial Planners

Not Your Parents’ Financial Planners

(Introducing a New Breed of Planners You Can Really Connect With)

  Money is an emotional thing. Yet the focus of financial planners has traditionally been on numbers and portfolios. And frankly, that’s a little intimidating for some. But over the past several years, more and more advisors are trying to incorporate the human element (after all, Gen X did... Read More

4 Numbers You Need to Know to Grow Your Money

4 Numbers You Need to Know to Grow Your Money

(So You Can Stop Winging It and Start Bringing It)

  It took me a long time to figure out the most important piece of the puzzle when it comes to growing your nest egg: Your psychology must be set up for success. And a big part of that is making the switch from winging it with your money to being strategic. By strategic, I don’t mean anything... Read More

Featured

Feel More in Control When it Comes to Investing (Here’s How)

Feel More in Control When it Comes to Investing (Here’s How)

  You invest your hard-earned cash hoping to be rewarded with decent returns that will help you... Read More

3 Reasons Why It’s Not Selfish or Unspiritual to Want Money, Success and Happiness

3 Reasons Why It’s Not Selfish or Unspiritual to Want Money, Success and Happiness

  (We’re pulling out an oldie, but goodie today—one of W&M’s most popular... Read More

The Roots of Success: Q & A with ‘She’s Got Clients’ Founder Christine Gallagher

The Roots of Success: Q & A with ‘She’s Got Clients’ Founder Christine Gallagher

  When Christine Gallagher was laid off from her job in 2009, she decided to put all of her social... Read More

Marketing Yourself Online: How to Make a Name for Yourself

Marketing Yourself Online: How to Make a Name for Yourself

  Trying to make a name for yourself in the digital economy? Now is the perfect time to do so,... Read More

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