Nine Steps to Raising Money-Smart Kids
November 6, 2019
There are many ways to teach your children good money sense. You can fall back on stories of how you used to earn, save and
Category: Investing
The Millennial’s Guide to Financial Adulting
September 25, 2019
It happens quickly – you trade in your graduation cap for your first real job, first apartment and perhaps your very first car. But six
FOCUS 2019
August 29, 2019
This year, AJ attended the “LPL Financial Focus” Conference in beautiful San Diego. Focus is LPL Financial’s annual education, growth and networking event for advisors
I’m Changing Jobs. What Should I Do With the Money in My Plan?
August 21, 2019
Changing jobs is an important decision — one that many of us are making more often. Once you’ve decided to switch jobs, your next move
Marriage and Money: Finding a Happy Balance
June 27, 2019
Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related
Children and Wealth: Important Lessons Start Early in Life
June 7, 2019
Wealth can be a mixed blessing — one that creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent,
4 Tips for Social Investment
March 7, 2019
Social investment is growing in popularity, and with good reason. It allows investors to support the causes that are most important to them while building
3 Easy Ways Women Can Feel More Confident in Their Investments
January 26, 2019
Despite findings that suggest women may have an edge when it comes to investing success, other data indicates that a generational lack of confidence continues
Why Work with a Financial Advisor for Retirement Planning?
September 28, 2018
Because retirement plans are available through numerous employers across the nation, it may seem like planning your retirement is as simple as setting up your
Retirement Planning
September 28, 2018
However distant retirement may seem, working towards a smooth, confident retirement process can require years of strategic financial planning and management. At HighPoint Advisors, LLC,