Articles

  • 1 week ago | flipboard.com | Cicely Jones

    In my experience, many families I meet don’t fit the traditional nuclear family dynamic. According to Pew Research, approximately 42% of all adults have a stepparent, step or half sibling, or a stepchild. However, much of the financial literature out there is not tailored to these blended families. …

  • 1 week ago | forbes.com | Cicely Jones

    In my experience, many families I meet don’t fit the traditional nuclear family dynamic. According to , approximately 42% of all adults have a stepparent, step or half sibling, or a stepchild. However, much of the financial literature out there is not tailored to these blended families. Blended families include an adult person or couple and all the children from current and all prior relationships.

  • 1 week ago | forbes.com | Cicely Jones

    One of the most common questions I get is, “Is now a good time for me to sell?”While the question is simple, the answer depends on several factors, including your liquidity needs, your risk tolerance, and your current portfolio’s allocation. The answer does not, however, depend on the current market price of the investment. This is when you should be selling your investment. When People Think They Should SellWhen I am asked the question of when to sell, I often ask them what they think.

  • 1 month ago | forbes.com | Cicely Jones

    I was recently speaking with an investor who is retiring in the United States but worked for many years in England. She has as an array of both investment accounts and retirement accounts abroad. The investor wanted to know what she should be doing if she plans to continue to live in the United States but plans to travel throughout Europe during her retirement years. She’s not alone in this.

  • 1 month ago | forbes.com | Cicely Jones

    If you are thinking of working with a qualified financial advisor or planner, there are a few different ways the relationship can look. With those different methods come different availability of investment vehicles, care standards, and outputs. Here are some of the ways you can engage with a qualified financial advisor and how to figure out which method is going to make most sense for you. Note On LicensingPlease note that when I mention financial advisors, that is a broad term.

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