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3 Good Ways to Meddle in Your Adult Children’s Lives
Investment advisor Megan Poore suggests ways people can share their wealth and values with the next generation and maintain financial independence Some of my favorite conversations with clients center...
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The Perfect Pair: Benefits of Having a CPA and Financial Advisor
Financial advisor Megan Poore on why two heads might be better than one during tax season Ah, ‘tis the season. Not the holiday season, a time of year when we are tempted to run up our spending, but tax...
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Why Investors Should Sing a New Tune in Retirement
How to prepare yourself financially for retirement and get the most out of your Social Security benefits The legendary Paul McCartney, who turned 70 this year, wrote “When I’m 64″ when he was 16 years...
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Teaching Children Budgeting Skills
Part of the Barclaycard Financial Planter 2015 series, this blog post advises parents on how and why to teach their kids at a young age what it means to budget. Every generation is different and with...
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