Financial Tips Archive
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Content Archive
| Sort By Title | Sort By Topic | Sort By Publication Date |
|---|---|---|
| Budget Bae | Saving: 50-30-20 Rule of Thumb | 7/17/2018 |
| The Game of Gains | Investing: Capital Gains | 7/10/2018 |
| Dry Clean Only | Personal: Lifestyle Creep | 7/3/2018 |
| Redefining the Pyramid of Success | Financial Planning: Retirement Savings Hierarchy | 6/26/2018 |
| A Leg Up | Financial Planning: Helping Adult Children Buy a Home | 6/19/2018 |
| Road Trip! | Personal: Auto-Insurance | 6/12/2018 |
| To Buy or Not To Buy | Personal: Buy or Lease a Car | 6/5/2018 |
| A Cinderella Story | Financial Planning: Finding the Right CPA | 5/29/2018 |
| You Have Been Accepted! | Financial Planning: 529 College Saving Plans | 5/22/2018 |
| Made of Plastic, It's Fantastic | Personal: Kids and Credit | 5/15/2018 |
| Be Our Guest, Be Our Guest | Personal: Wedding Gifting | 5/8/2018 |
| The Wedding March | Personal: Marriage & Finances | 5/1/2018 |
| The Graduate | Financial Planning: Jump Start Your Financial Life | 4/24/2018 |
| Holiday, Celebrate | Personal: Protecting Your Valuables | 4/17/2018 |
| Take Three | Investing: Selecting Investments | 4/10/2018 |
| Don't Keep Your Eggs in One Basket | Investing: Diversification | 4/3/2018 |
| Early Bird for the Long-Term | Saving: Power of Compounding | 3/27/2018 |
| Vacay All Day | Personal: Vacation Planning | 3/20/2018 |
| Shenanigans | Personal: Avoiding Tax Fraud | 3/13/2018 |
| What's Up Docs? | Financial Planning: Tax Documents | 3/6/2018 |
| Get Your Bucks in a Row | Personal: Your Financial Planning Dashboard | 02/27/2018 |
| Interest-ing | Investing: Bonds & Interest | 2/20/2018 |
| We Can't Espresso This Enough | Saving: Savings Checkpoints | 2/13/2018 |
| Redefining Affordability | Financial Planning: Home Loans | 2/06/2018 |
| Donut Miss This | Investing: Market Capture | 1/30/2018 |
| What Does It Mean? | Personal: Defining the term 'Financial Advisor' | 1/23/2018 |
| Hey Google, Remind Me To... | Financial Planning: 2018 Key Financial Deadlines | 1/12/2018 |
| Bite Size | Financial Planning: New Year's Resolution Checklist | 1/2/2018 |
| It's Been a MEMORY-able Year | Personal: Test Your Financial Knowledge! | 12/26/2017 |
| Checking It Twice | Financial Planning: Tax Bill Revision Updates | 12/19/2017 |
| 12 Days of Podcasts | Personal: Favorite Podcasts | 12/12/2017 |
| T-20 | Personal: Financially Savvy Holiday Gifts | 12/5/2017 |
| Street Sense: Auto Brokers | Personal: Buying a Car | 11/28/2017 |
| Use It or Lose It | Personal: Healthcare FSA Plan | 11/21/2017 |
| Drumroll Please | Personal: Financial Pop Quiz! Answer Key | 11/14/2017 |
| Learnin' & Earnin' | Personal: Financial Pop Quiz! | 11/7/2017 |
| Street Sense: Career Pathing | Personal: Career Pathing | 10/31/2017 |
| Winter is Coming | Personal: Charitable Giving & Philanthropy | 10/24/2017 |
| The More Things Change | Investing: Active vs. Passive Investing | 10/17/2017 |
| The Art of Science | Personal: Healthcare Coverage | 10/3/2017 |
| Street Sense: Becoming a Landlord | Personal: Real Estate Investments | 9/26/2017 |
| An ARM and a Leg | Financial Planning: Mortgages & Home Financing | 09/19/2017 |
| Awareness | Financial Planning: Life Insurance | 9/12/2017 |
| Back to School, Back to Reality | Financial Planning: Annual Review | 9/5/2017 |
| Street Sense: Umbrella Time | Financial Planning: Personal Liability (Umbrella) Insurance Policy | 8/29/2017 |
| Happy Hunting | Saving: Unclaimed Property | 8/22/2017 |
| The Hustle Is Real | Retirement: Business Retirement Plans | 8/15/2017 |
| Making Plans | Financial Planning: Estate Plan | 8/8/2017 |
| Kids These Days | Saving: Kiddie Tax | 8/1/2017 |
| Street Sense: Now What? | Financial Planning: 529 Savings Plan | 7/25/2017 |
| If It Ain't Broke, Look Again | Saving: Choosing Investments for Retirement Plans | 7/18/2017 |
| Plains, Trains and Automobiles | Personal: Good Summer Reads | 7/11/2017 |
| Declaration of Independence | Personal: Financial Freedom | 7/4/2017 |
| Street Sense: Down to the Brass Tax | Financial Planning: Tax Planning | 6/27/2017 |
| Leveling Up | Personal: Couples & Finances | 6/20/2017 |
| But Wait, There's More! | Financial Planning: Mortgage & Refinancing | 6/13/2017 |
| Callin' for Reinforcements | Financial Planning: Financial Check-Up | 6/6/2017 |
| Street Sense: Starting a Business | Personal: Starting a Business | 5/30/2017 |
| Got Something to Hide? | Personal: Hiding Spots for Valuables | 5/23/2017 |
| Sticker Shock | Saving: Paying for College | 5/16/2017 |
| Teamwork Makes the Dream Work | Personal: Stay-At-Home Parenting | 5/9/2017 |
| Passive Aggressive? | Investing: Passive vs. Active Investment Styles | 5/2/2017 |
| Street Sense: Choose Wisely | Personal: Evaluating & Selecting a Financial Advisor | 4/25/2017 |
| Buckle Up | Financial Planning: Auto Insurance | 4/18/2017 |
| Gone Phishing | Personal: Avoiding Tax Fraud | 4/11/2017 |
| Help You Help You | Financial Planning: Receiving an Inheritance | 4/4/2017 |
| Street Sense: Work It | Personal: How to Work a Room | 3/28/2017 |
| Worth Repeating | Saving: Saving Targets by Age | 3/21/2017 |
| The Long and Short of It | Investing: Capital Gains/Losses | 3/14/2017 |
| Same, But Different | Investing: Mutual Funds | 3/7/2017 |
| Street Sense: Buying a Home | Financial Planning: Buying a Home | 2/28/2017 |
| Not the Same | Investing: Unrealized Gains/Losses | 2/21/2017 |
| Love is in the Air | Financial Planning: Marriage & Finances | 2/14/2017 |
| Resolutions, Schesolutions | Financial Planning: Finance Priorities | 2/7/2017 |
| There's No "I" in "Team" | Personal: Travel Tips | 1/31/2017 |
| There's No Place Like Home | Personal: Homeowners Insurance | 1/24/2017 |
| Perspective | Investing: Asset Allocation | 1/10/2017 |
| Mark Your Calendar | Financial Planning: Important 2017 Financial Dates | 1/3/2017 |
| Oh, The Weather Outside is Frightful | Investing: Measuring Risk & Standard Deviation | 12/20/2016 |
| Patience is Not an IRS Virtue | Saving: Income Tax | 12/13/2016 |
| Doppelgangered | Personal: Identity Theft | 12/6/2016 |
| T-26 | Personal: Holiday Gift Ideas | 11/29/2016 |
| Step Into Fall | Personal: Financial Flicks | 11/22/2016 |
| Relationship, Defined | Investing: 2016 Presidential Election | 11/15/2016 |
| Should I Stay or Should I Go? | Financial Planning: Retirement Plan(s) Roll-Overs | 11/8/2016 |
| It's Contagious | Investing: Macroeconomics | 10/25/2016 |
| Sizing Things Up | Investing: Market Capitalization | 10/18/2016 |
| Shelf Life | Financial Planning: Flexible Spending Account (FSA) | 10/11/2016 |
| Too Much? | Personal: Tipping Guidelines | 10/4/2016 |
| Finders Keepers | Financial Planning: Disability Insurance | 9/27/2016 |
| A Balancing Act | Financial Planning: Home Affordability & Savings | 9/20/2016 |
| Major Matters | Personal: College Majors | 9/13/2016 |
| Your Power Tool | Financial Planning: Estate Plan Series - Power of Attorney | 9/6/2016 |
| Your Health Code | Financial Planning: Estate Plan Series - Healthcare Directive | 8/30/2016 |
| Who Will You Choose? | Financial Planning: Estate Plan Series - Will & Guardians | 8/23/2016 |
| Lay the Foundation | Financial Planning: Estate Plan Series - Living Trust & Beneficiaries | 8/16/2016 |
| Home is Where the Heart Is | Financial Planning: Estate Plan Series - Part 1 | 8/9/2016 |
| Creepin' | Saving: Spending | 8/2/2016 |
| What's Your Story? | Saving: Credit Score | 7/26/2016 |
| Side Effects May Include | Investing: Asset Allocation | 7/19/2016 |
| Lather Rinse Repeat | Saving: Healthy Spending Habits | 7/12/2016 |
| Worth the Wait | Saving: Tax Deductions | 7/5/2016 |
| Freedom of Choice | Personal: Financial Trends | 6/28/2016 |
| It's Grow Time | Saving: Power of Compounding | 6/21/2016 |
| I've Got Sunshine | Investing: FDIC and SPIC Insurance | 6/14/2016 |
| Consciously Uncouple | Financial Planning: Finances after Divorce | 6/7/2016 |
| Adulting | Financial Planning: Trustee Responsibilities | 5/31/2016 |
| If I Knew Then... | Financial Planning: Long-Term Care Insurance | 5/24/2016 |
| Swiping Right | Investing: Get to Know Your Investment Options | 5/17/2016 |
| Own It | Financial Planning: Estate Plans | 5/10/2016 |
| Don't Get Caught in the Rain | Financial Planning: Financial Essentials -Part V | 5/3/2016 |
| The Path | Financial Planning: Financial Essentials - Part IV | 4/26/2016 |
| The Clutch | Financial Planning: Financial Essentials - Part III | 4/19/2016 |
| The Base Layer | Financial Planning: Financial Essentials - Part II | 4/12/2016 |
| Dress for Success | Financial Planning: Financial Essentials - Part 1 | 4/5/2016 |
| Still Got Time... | Retirement: Account Types | 3/29/2016 |
| The Price for Something Better | Investing: Interest Rates and Bonds | 3/22/2016 |
| Image Isn't Everything | Saving: Age Checkpoints | 3/8/2016 |
| Latte Dah | Saving: Power of Compounding | 3/1/2016 |
| What Not to Nuke | Financial Planning: Living Trust | 2/23/2016 |
| Time for a Stretch | Saving: Discretionary Income | 2/16/2016 |
| It's Not a Tumor | Investing: Emotional Investing | 2/12/2016 |
| Numbers of the Day | Financial Planning: 529 Plans | 2/2/2016 |
| Management Fees for $100 | Professional Help: Financial Advisor Fees | 1/26/2016 |
| The More Things Change... | Retirement: Maximize Pre-Tax Dollars | 1/19/2016 |
| New Year, New You | Saving: Credit Card Use | 1/12/2016 |
| Happy Hunting | Saving: Unclaimed Property | 1/5/2016 |
| Thoughtful Thank-You's | Personal: Financially Savvy Gift Ideas | 12/22/2015 |
| Outside the Gift Box | Personal: Financially Savvy Gift Ideas | 12/15/2015 |
| Use It or Lose It | Financial Planning: Healthcare | 12/8/2015 |
| Cause & Reflect | Financial Planning: Smart Charitable Giving | 12/1/2015 |
| What's On the Menu? | Investing: Active vs. Passive | 11/24/2015 |
| Don't Stuff Yourself | Personal: Smart Purchases | 11/17/2015 |
| Toss Your Cookies | Personal: Smart Online Shopping | 11/10/2015 |
| Vroom Vroom | Personal: Car Buying Tips | 11/3/2015 |
| Decisions, Decisions | Personal: Child Care Options and Related Costs | 10/20/2015 |
| If Only | Financial Planning: Estate Planning | 10/13/2015 |
| Like a Boss | Personal: How to Negotiate | 10/6/2015 |
| Ooh La La | Saving: Discretionary Bucket | 9/29/2015 |
| Training Wheels Again. | Financial Planning: Kids and Credit | 9/22/2015 |
| Winning! | Investing: Investment Terms | 9/15/2015 |
| His, Hers and Ours | Financial Planning: Money and Couples | 9/8/2015 |
| Looks Good on Paper | Retirement: 401(k) Tune Ups | 9/1/2015 |
| Doesn't Hurt to Ask! | Personal: Ask for a Raise | 8/25/2015 |
| Thigh Bone's Connected to the Hip Bone | Professional Help: Financial Advisor | 8/18/2015 |
| Just Say No (Maybe)! | Personal: Extended Warranties | 8/11/2015 |
| Want to Get Away? | Personal: Cost-Conscious Vacations | 8/4/2015 |
| Heighten Your $enses | Personal: Psychology of a Grocery Store | 7/28/2015 |
| It's Major | Personal: College Majors | 7/21/2015 |
| Stick With It | Investing: Asset Allocation | 7/14/2015 |
| Ready, Set, Go Home | Personal: Home Buying | 6/30/2015 |
| Smarter Than Your Smart Phone | Saving: Power of Compounding | 6/23/2015 |
| Million Dollar Baby | Financial Planning: Umbrella Insurance Policy | 6/16/2015 |
| Not Welcome Here... | Personal: Financial Transitions | 6/9/2015 |
| Pay Tax to Save Tax | Retiement: Roth IRA Conversions | 6/2/2015 |
| Rules of the Game | Retirement: Eligibility, Contributions & Deductability | 5/26/2015 |
| More Than a Name | Retirement: IRAs | 5/19/2015 |
| Should I Stay or Should I Go? | Retirement: Account Roll-Over Options | 5/12/2015 |
| Now or Later? | Retirement: 401(k) Contrinutions | 5/5/2015 |
| The Missed Match | Retirement: 401(k) Company Matches | 4/28/2015 |
| Where Should I Put It? | Retirement: Saving Accounts | 4/21/2015 |
| Why's He Getting All My Money?! | Retirement: Taxes | 4/14/2015 |
| Tipping Point | Personal: Tipping Guidelines | 3/31/2015 |
| That Six Letter Word | Saving: Budgeting | 3/24/2015 |
| Somewhere Over the Rainbow | Financial Planning: Divorce | 3/17/2015 |
| First Comes Love... | Financial Planning: College Tuition Costs | 3/10/2015 |
| Latte Dah | Saving: Power of Compounding | 2/24/2015 |
| What's Your #? | Financial Planning: Net Worth | 2/17/2015 |
| Sneaky Little Creep | Saving: Spending | 2/10/2015 |
| It's Personal | Investing: Asset Allocation | 2/3/2015 |
| Better Late Than Never! | Retirement: Contribution Deadlines | 1/27/2015 |
| More is Less | Financial Planning: Home & Auto Deductibles | 1/20/2015 |
| Stash Cash | Saving: Emergency Fund | 1/12/2015 |
| Know Your Limits | Retirement: Contribution Limits | 1/6/2015 |
| Are You Too Trashy? | Personal: Office & Document Organization | 12/30/2014 |
| How Do I Look? | Financial Planning: Credit Score | 12/23/2014 |
| Ringing Bells, Chimeny Smell & Christmas Lines from H*ll! | Personal: Financially Savvy Gift Ideas | 12/16/2014 |
| Finders Keepers | Saving: Unclaimed Property | 12/9/2014 |
Important Disclosure: ‘Your Dollars, Our Sense’ was authored by the women of Beacon Pointe Advisors. The rankings on this relate only to the book and should not be interpreted as a recommendation or endorsement of Beacon Pointe’s advisory services. Beacon Pointe Advisors did not pay to participate in any award or survey. Rating provided by Amazon Book Services in 2017. Best Seller Publishing was compensated by Beacon Pointe for facilitating the book publication and ranking process by Amazon Book Services. Barron’s and Financial Planning Magazine are not current clients of Beacon Pointe; additionally, the publications mentioned above are not being compensated for the endorsement of ‘Your Dollars, Our Sense.’