The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May, Alyssa and Clarissa had the opportunity to attend the conference in Austin, TX. They enjoyed keynote speakers, networking opportunities, and a wide variety of educational programs. Some key takeaways from the conference are outlined in this post.
The Investments and Wealth Institute’s flagship event is their Annual Conference Experience (ACE). This conference offers four days of exposure to “the sharpest thinkers and practitioners: blending Ivy League quality education with practical application.” Alyssa had the opportunity to attend ACE this May in Las Vegas.
The Social Security Administration has advocated for using their my Social Security online tool. From my Social Security, users are able to view their Social Security benefit statements and review earnings history. It is also an easy way to request a replacement Social Security Card or to enroll in Medicare. This seemingly simple alternative could save you from hours of waiting in line at your local Social Security office.
Fraudulent phone calls are becoming increasingly popular. Phone scammers may pretend to be a loved one or they may use false promises or aggressive sales pitches to get through to you. Their goal is to elicit personal information or to receive a payment from you.
Getting married is an exciting time. It can also be challenging as you navigate financial discussions with your spouse or spouse-to-be. This checklist is intended to help guide your financial discussions and help you outline your personal to-do list.
If you are new to gardening or do not have a green thumb, there are plenty of low-maintenance indoor plants that you can use in your home and office. Here is a list of some indoor plants that may help boost your health.
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