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Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the entire process, from what exactly is a stock, to how do you buy stock.

What exactly are stocks?
While the term may be confusing, the actual...

If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think. Even if you plan on hiring a professional financial planner down the road, creating a rudimentary plan can go a long way towards...

Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement.

If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio. Investing, like everything else in life, has no guarantees...

When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?