Wealth Video and Blog Library

How to Protect Your Finances While Traveling On Vacation

Submitted by American Capital Planning Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave…

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Habits of a Savvy Saving Family

Submitted by American Capital Planning When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S. raising a child up until age 18, costs an estimated average of $245,340 (or $304,480, adjusted for projected inflation),…

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Fools and Fiduciary

Here we are again. Apparently financial services firms are staging their usual hissy fits over being asked to level with consumers about who and how they actually serve or fail to. The shocking headline in a recent Wall Street Journal article indicates “Brokers Would Have to Put Clients’ Interests First” and that’s just making the big…

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Holiday Survival 101

Now that I have started a family of my own, the holiday season has become a trip down memory lane for me and my husband. We get to relive all of our favorite childhood traditions as we share them with our son. Decorating the house, recreating delicious recipes, and traveling to visit family are all…

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When You Know, You Can’t Pretend You Don’t Know

How is getting and keeping a healthy body like getting and keeping your financial house in order? I’m responsible for everything that I put into my body. An obvious limitation is if I believe I’m putting in something ‘healthy’ and it is not. Even though it appears healthy and tastes healthy, it might have an…

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When Graft is a Good Thing

Some Thursdays are just another day of helping clients manage their financial lives, divorcing couples navigate a good financial outcome, and helping those with less funds get started through online planning. Today’s Thursday involved a midday break to attend a celebration of life ceremony for a friend’s brother who died unexpectedly. Danny, as I briefly knew him, is one…

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Save U.S. (or US)

Let’s meet two smart ladies, Grace and her best friend Anna. Both 25, they’ve begun working after college and Grace earns $45,000/year while Anna is hitting it out of the park earning $65,000/year. Grace and Anna have a lot of fun together especially when they’re shopping. But recently, Anna noticed that Grace is less fun…

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Credit Cards vs. Debit Cards

What's the difference between credit and debit cards? This video explains the basics of bankcards and how to use them wisely.        

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War for Your Wallet

There's a war being waged for your wallet. Fight the urge to splurge, spend wisely and win for your financial future.      

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