Saving money

Secret Millionaires: Working Class Savers Who Built Fortunes

Last year, Sylvia Bloom left $6.24 million in her will to the Henry Street Settlement on the Lower East Side of Manhattan, a non-profit that provides social services, arts programs and health care services. Sylvia’s generous legacy donation was extraordinary in more ways than one. Not only was it the single largest gift from any …

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Sudden Money: What To Do with an Inheritance or Windfall

“Impulsive decisions are soon regretted, so take your time with financial decisions.” – Kate Phillips, Total Wealth Coaching It’s the problem everyone wants to have: how should you spend a large additional sum of money?  Expected or unexpected, the result of an inheritance, business deal, or the sale of a company, home, or other property, …

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‘Tis the Season: Holiday Shopping Tips and Trends

“Oh, for the good old days when people would stop Christmas shopping when they ran out of money.” (Author Unknown) The holidays are a time for goodwill, meaningful celebrations, and time with the ones you love. Unfortunately, it’s also a time when some people spend more than they intend, racking up credit card debt or …

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5 Questions You Should Be Asking About College Savings Plans

“Saving for a kid’s college can feel like trying to scale a skyscraper. Unfortunately, the tool most recommended to parents for the challenge is often little better than a step stool — one known to wobble.” – Ben Steverman, Bloomberg.com Today’s article is a guest post from a friend and colleague, Bryan McCloskey from the …

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