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Thanks to Cheryl J. Sherrard, CFP®, NAPFA Registered Advisor and Director of Planning for Clearview Wealth Management in Charlotte, NC for contributing this post.   This post is a follow-up to my recent post Family Financial Conversations and to the post previously contributed by Cheryl’s colleague Megan Rindskopf Meaningful Family Conversations for the Holidays. We all know that when we […]

Money Conversations – Caring for Aging Parents is a post from: The Chicago Financial Planner

The post Money Conversations – Caring for Aging Parents appeared first on The Chicago Financial Planner.

photo: What is net worth? According to Wikipedia.com Net Worth is the total assets minus total outside liabilities of an individual or a company. Net Worth is used when talking about the value of a company or in personal finance for an individual’s net economic position. The equation looks like this: net worth = assets – liabilities If […]

This year the youngest Baby Boomers are turning 50.  Over the next couple of years the oldest Baby Boomers will hit 70 ½ which means it will be time to begin taking required minimum distributions from their IRAs, 401(k)s, and other retirement accounts.  Here are 7 things you need to know about required minimum distributions. […]

Required Minimum Distributions – 7 Things You Need to Know is a post from: The Chicago Financial Planner

The post Required Minimum Distributions – 7 Things You Need to Know appeared first on The Chicago Financial Planner.

If you think back to your childhood, what were the biggest influences on how your view of money developed?  If you’re anything like me, this question triggers memories of the struggle between saving my hard-earned allowance and spending it on the newest pack of baseball cards in hopes of obtaining the rare 1989 Ken Griffey Jr. Upper Deck rookie card.
Since my wife and I just welcomed our second daughter into the world, I thought I would share some of the conversations that have been taking place at our house regarding …

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