Financial Goal Planning: A Lifetime's Worth of Financial Goals
What are your financial goals? The answer to that question will change throughout your life, but with proper financial goal planning, you...
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CQ
Sep 9, 20222 min
Valuable Financial Lessons from Lottery Winners: How to Manage Lottery Winnings
Winning the lottery is a life-changing event that brings both excitement and challenges. Lottery winners often find themselves in...
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CQ
Aug 26, 20222 min
Parental Guidance for Young Adult Finances and Helping Young Adults with Financial Independence
Economic factors are forcing many young adults to turn to their parents for continued financial support. Just last year, 58% of 18- to...
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CQ
Jul 29, 20222 min
Developing a Healthy Money Mindset: Money Mindset Tips and Strategies for Financial Well-being
The Power of a Healthy Money Mindset It's hard to find any good news about finance these days. Market forecasters are starting to use the...
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CQ
Jul 1, 20222 min
Don't Fall for These 5 Finance Faux Pas
Money management can get complicated as your financial success and stability climbs. Sometimes bad habits that impact our long-term...
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CQ
May 13, 20222 min
How to Choose Between Joint and Separate Finances
To merge or not to merge? Whether moving in together, getting married, or living as civil partners, long-term couples eventually face...
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CQ
Mar 18, 20222 min
Empowering Generosity: Crafting Your Family Giving Plan for a Brighter Future
Do you and your family want to make a positive impact in the world? Creating a family giving plan can not only help fund nonprofits...
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CQ
Mar 4, 20222 min
How to Manage Multiple Financial Priorities? 5 Effective Strategies
Retirement is a huge goal, but it probably isn't your only financial objective. Other significant milestones in your future might be...
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Chris Quintana
Dec 31, 20212 min
How to Create a Financial Safety Net: 4 Ways of Planning for Unexpected Expenses
Are you and your finances prepared for a rainy day? Major fluctuations in the market, new legislation, unexpected health issues, and more...
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Chris Quintana
Oct 1, 20212 min
Vital Discussions in Financial Planning for Married Couples
Have you and your spouse ever found yourselves in disagreements over money matters? You're not alone. Shared finances can be tricky to...
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Chris Quintana
Jul 16, 20212 min
Things to Consider When Lending Money to Family
Financial Peace of Mind Achieving financial security brings a sense of tranquility. The freedom from worrying about bills and retirement...
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Chris Quintana
Jul 2, 20212 min
What is Lifestyle Inflation, and Is It Avoidable?
More money means more spending power. When a promotion at work or a lucrative investment puts more money in your pocket, you're naturally...
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Chris Quintana
Feb 26, 20212 min
How to Protect Your Assets
What lies ahead? Predicting the future is impossible, but that doesn't mean you have to feel caught off guard during times of...
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Chris Quintana
Jan 15, 20212 min
Looking Ahead: What to Consider for 2021
At the start of a new year, it often feels natural to go into planning mode and make sure your financial house is in order. But, the...
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Chris Quintana
Jan 1, 20212 min
5 Common Financial Mistakes to Avoid
Planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But it's surprisingly easy to make...
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Chris Quintana
Oct 30, 20203 min
Managing Surprises and Sticking to Financial Goals During the Pandemic
Without expenses like travel and dining out, many people have found opportunities to save more over the last few months due to the...
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Chris Quintana
Oct 16, 20202 min
Essential Considerations for Divorce Financial Planning
No one ever wants to think about the complexities of dividing their finances, but divorce is an unfortunate reality for many. In recent...
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Chris Quintana
Sep 18, 20202 min
Discussing Financial Milestones as a Parent
Talking about money and the future can sometimes feel awkward or challenging, especially with your children. But to help minimize stress...
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