In a recent editorial for the National Endowment for Financial Education (NEFE), Brent Neiser commented on “Financial Stacking: A Modern American Burden.” He wrote: Myriad choices, opportunities, and expectations generated by the financial services industry, media, advertisements, experts, employers—and even family and friends—create an amassment of jumbled priorities that often leads to inaction, frustration,
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This article is for informational purposes only and does constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or product. It’s no secret that the average American is not the best with personal finances. According to the Motley Fool, the average American saves about a total
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What do you think is the number one issue prospective clients bring to us here at Prism? It’s likely not shocking. Here’s the big question: Can I afford to retire and not run out of money? Some folks understand that they’ll easily be able to retire and don’t need us to do complex calculations. Others
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When we think about retirement, images come to mind of a gray-haired guy with a fishing pole, spending all day on a lake somewhere. But, in addition to more time outdoors, it also represents a new way to pay for our day to day lives. That’s right, retirement is a change for both our calendars
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You’ve done a great job guiding your child through school, and now he/she is ready to graduate and start a career. We’ve all heard the horror stories about 20-somethings failing to plan ahead with their finances and the trouble it can lead to later on down the line. How can you guide your child through
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We’ve all heard of (or experienced) the “annual review.” Especially common in corporate environments, this review typically goes over the following: What you did at work for the past year How well you attained goals set for you throughout the past year Feedback on your performance What you hope to accomplish in the coming year
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