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PersonalHub

Your one-stop resource for everything related to your financial well-being. 

 

Is Your Wealth Manager the Ideal Candidate?

The interview process is a crucial step in hiring the right candidate for any position, and wealth managers fill a pivotal position in helping you make the right investment decisions. You don’t want to just hire the first person who comes along. Here are some crucial job skills that the ideal wealth management candidate should exemplify:

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Bite-Sized Concepts for New Investors

If you’re new to investing, chances are that you’ve been running in to a lot of intimidating information and confusing industry buzz words. As if risking your hard earned money isn’t daunting enough, trying to learn about the DJIA, REIT’s, 401(k)’s, bull markets, and bear markets (oh my!)—is another challenge entirely. It’s enough to make anyone want to throw up their hands and just stash their savings under the mattress!

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6 Unexpected Homebuying Costs

There are unexpected costs behind every major life investment. The hidden price tag on big purchases can be expensive and is usually non-negotiable. If you want to go to college, you'll need to buy textbooks. Buying a new car? Don't forget the auto insurance!

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5 Must-Listen Podcasts for New Investors

As a new investor, the thought of jumping into the world of investing can be intimidating. You might be struggling with where to start and left with questions like: Should I pay off debt before making my first investment? Should I manage my own investments? What are the risks?

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Back to Basics with Life Insurance

Life insurance should be a part of everyone's financial plan. Whether you are young and healthy or more seasoned with a family, life insurance offers peace of mind and protection for your loved ones. While it may not be comfortable to think about our inevitable death, as the old saying goes, the only thing certain about life is death and taxes!

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Take Advantage of Greater Retirement Account Contributions in 2019

If saving more for retirement is one of your new year's resolutions (and it probably should be, for all of us), you're in luck: the U.S. government is allowing for greater maximum savings rates in 2019. Here are the details of your new limits.

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Find a Wealth Advisor Your Whole Family Trusts

While not a subject we like to talk about, we all will die at some point, and we must plan accordingly. With regard to our finances, that planning means finding a wealth advisor who works for your entire family, so that when one spouse dies, the widow/widower and remaining family members know where they stand and are still on track to reach the family's financial goals.

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6 Financial Habits to Establish as a Young Adult

As a young adult, it's easy to feel like you have all the time in the world to straighten out your finances and get on the road to financial freedom. While you're right that time is on your side, another way to look at it is that the time is now to establish habits that will set you up for the secure financial future you dream about. By taking the time and enforcing the self-discipline necessary to live by the following six rules, you'll create a solid monetary foundation that will serve you well for the rest of your life.

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7 Ways to Lower Your Homeowners Insurance Premiums

As a homeowner, you’ve probably noticed that your homeowners insurance premiums have increased over time. This is completely common and to be expected, but that doesn’t mean you can’t take some steps to lower these costs. Take these seven suggestions to heart if you’re looking for ways to save some money on your premiums.

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Your Credit Score: 5 Credit Myths Revealed

Having a firm grasp on the definition of credit, how it affects your financial well-being, and how to get and maintain a healthy credit score is a topic that is discussed in many circles this time of year as many people resolve to be better stewards of their finances. There is tons of information on the topic floating around the interwebs from various sources, and while for the most part you can trust the information you're reading, there are some credit myths that you should be aware of.

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