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Money Management for Seniors: A Financial Planning Workshop

Money Management for Seniors: A Financial Planning Workshop Please join us for a presentation on the basics of wealth management in retirement. In this interactive workshop the presenter will answer your questions on managing money during retirement; planning for retirement; estate planning; Social Security and … Continue reading at westseattleblog.com Are Americans finally getting smarter […]

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Is Impact Investing A Solution To Global Problems?

Is Impact Investing A Solution To Global Problems? “Some of the world’s most intractable social and environmental problems are in need of new solutions. From climate change to resource scarcity to exploding global population growth, the traditional levers of change, including philanthropy and … Continue reading at forbes.com We are in an investing ‘twilight zone’ […]

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Personal Capital Partners with BancAlliance

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Common Money Mindsets That Hold You Back

Common Money Mindsets That Hold You Back But money management isn’t just about the numbers; it’s about the emotions and attitudes behind our decisions to spend, save or invest. “You’re not managing money as much as you are managing your choices,” says financial behaviorist Jacquette M. Continue reading at money.usnews.com MONEY MATTERS: Teach money skills […]

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7 lies about investing people often fall for

7 lies about investing people often fall for According to a 2015 study from Bankrate.com, more than 50 percent of Americans don’t invest at all – as in, they don’t stash away a single cent. This figure, while not all that surprising, highlights the magnitude of the retirement crisis brewing in … Continue reading at […]

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Personal Finance Gifts for the New Graduate

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Summit Credit Union teaches students money management

Summit Credit Union teaches students money management The East High School branch location recently opened in February. Branch manager Hans Wiedenback oversees the location. He said it’s a joint venture with the East High School store and the partnership has been mutually beneficial for all parties involved … Continue reading at nbc15.com Liberty Mutual Group […]

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Personal finance: College financial aid shifting toward the affluent, study says

Personal finance: College financial aid shifting toward the affluent, study says If you come from a relatively low-income family, there’s a strong chance you are. In fact, you may be subsidizing the education of a student from an affluent family. Why? Because many colleges, with limited pots of financial aid money, are cutting off … […]

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