Good Financial Reads: How to Manage Your Finances & Guide Your Decisions

1 min read
May 19, 2023

7 Steps to a Foolproof Financial Plan

by Eric Roberge Beyond Your Hammock

A foolproof financial plan is one that you can stick to, that you can execute, consistently over time – even through challenging times or unexpected setbacks. This is what to keep in mind if you want to build your own.

[Listen to the Podcast]

Ready to find a CERTIFIED FINANCIAL PLANNER who understands your needs? Find  your perfect match on our Find An Advisor Portal

Global Financial Planning Checklist

by Brett Spencer, Impact Financial

Moving to or investing in another country opens up some amazing opportunities. Doing so though comes with additional complexities, taxes and risks that you should be aware of.

To help, we’ve summarized some of the top items to be aware of as your finances become

[Read the Full Article]


Save, Invest, Pay Down Debt, or Spend?

by Britton Gregory, Seaborn Financial

There's a lot that goes into financial planning: cash flow projections, Monte Carlo simulations, portfolio design, cash flow management strategies, etc. However, at the end of it all, it seems that most of it boils down to this: how much should I save/invest/pay down/spend, and how exactly do I go about doing that?

[Read the Full Article]


My Observations on How to Manage Your Finances as a University Professor

by Chris Reddick, Chris Reddick Financial Planning

As a university faculty member, other faculty members often ask me some key considerations to ensure their Personal Finances are in good order. This blog post also applies to those in administrative roles at universities or colleges. These are my observations about personal finances teaching for over 20 years.

[Read the Full Article]

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

Find An Advisor