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You’re Young, So What? 7 Crucial Tips for Young People Beginning Their Financial Journey

By Liberty Group, LLC | June 11, 2021

You’re young, so what? Time is money. And, while cliché, there’s truth to those three words. If you’re a young adult, you might be asking yourself, “Why should this concern me?” Your point is valid: Most schools do not provide financial literacy education. In fact, many young adults lack a…

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Introduction to Sustainable Investing

By Amanda McFarlane | June 9, 2021

Is investing in funds or stocks in alignment with your principles and beliefs important to you? If so, understanding what sustainable investing is and how you can make it work for you is the first step to making the move to more sustainable and socially responsible options. Sustainable investing is…

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Introduction to Investing for Retirement: Types of Asset Classes and Retirement Plans

By Amanda McFarlane | June 4, 2021

There is no one formula for building a successful retirement plan—there are seemingly endless options and plans for you to invest in and take advantage of, with more being added all the time. The financial services industry is dynamic, ever changing and evolving as the economy progresses and technology advances.…

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Inspiring Women in Retirement: How to Ensure You’re on the Right Path

By Felicia del Junco | May 19, 2021

What you should know, key planning elements & why men should listen up, too! Planning for retirement and beginning this stage of life is multi-layered. It’s true that 90% of all women will eventually be solely in charge of household finances.1 This data is compounded by the fact that only…

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What Is Financial Risk Tolerance?

By Amanda McFarlane | May 12, 2021

When you hear the word “risk” in association with your money and investing, what do you feel? Are you excited about the opportunity for high returns or feel the thrill of investing? Or do you worry that you’ll lose a portion of your nest egg—or everything? Do you think risk…

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What Is an Annuity—and Why It May Be the Missing Piece in Your Retirement Plan

By Amanda McFarlane | May 5, 2021

Do you consider yourself a good money saver? Do you live below your means? Do the market ups and downs make you nervous? If having safety in your retirement portfolio is important to you, annuities may be a good option. Annuities are gaining in popularity because of market volatility and…

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Ideas for How Kids Can Earn Money

By Amanda McFarlane | April 30, 2021

The importance of raising kids who understand basic concepts about money, finances, and investing can’t be understated. These lessons can carry through into adulthood, helping your money-savvy (grown) child make smart financial decisions. While an allowance can help your child understand the fundamentals, there is no substitute for earning money…

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How to Teach Kids About Money

By Amanda McFarlane | April 28, 2021

We’ve all heard the old adage, “Money doesn’t grow on trees.” It was likely said to you often, possibly when you asked for a new pair of sneakers or when your weekly allowance was handed over—if you got one. But beyond that, how thorough was your financial education when you…

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