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Financial IQ

Managing Money as a Couple: Early Marriage 

by
Rick Miller
Ph.D., CFP® - Founder

April 30, 2024

The image shows a young couple preparing breakfast together to represent early marriage.

 [Learn more…]

Financial Fraud: What Can You Do to Protect Yourself?

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

September 29, 2020

The picture shows a computer with money coming out of it, representing financial fraud.

100 years after Charles Ponzi created his famous scam, investors can still fall prey to financial fraud. Here are some tips to avoid it.

Risk and Goal Flexibility

by
Rick Miller
Ph.D., CFP® - Founder

January 30, 2020

Risk and Goal Flexibility

When talking about investment risk, it is tough to nail down the details of risk tolerance. Risk tolerance: Risk tolerance is the degree of variability in investment returns that one is willing to withstand. Rick Miller discusses the implications of risk tolerance and capacity in living standards.

Income Volatility

by
Rick Miller
Ph.D., CFP® - Founder

December 15, 2019

Income Volatility

Income Volatility is defined as the variance of income, the divergence from the average. When individuals have risky income, often they are not as concerned with implications of lifetime wealth as they are cash management. Rick Miller discusses income volatility when planning finances for the future.

Financial Planning

by
Rick Miller
Ph.D., CFP® - Founder

August 29, 2019

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 [Learn more…]

Estate Planning

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

August 9, 2019

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 [Learn more…]

Returns Over the Life-Cycle

by
Rick Miller
Ph.D., CFP® - Founder

July 25, 2019

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 [Learn more…]

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