In the past, maybe you didn’t think twice about cybersecurity. Who cares, the internet is a place to watch silly videos! Well, not anymore. Whether you’re retired or actively employed or a teen all over social media, nearly...
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So you struck out on your own and started a firm. Business is promising and your new website is a hit – and you thought the hard part was over until it became clear that more capital was in demand. We interviewed Leslee Cohen,...
THE MOST VALUABLE GIFT TO GIVE YOUR KIDS THIS HOLIDAY SEASON
November 26, 2018 Financial Planning TipsOne of the biggest challenges when it comes to holiday gift-giving isn’t affording the gifts but rather figuring out how to give in a way that is meaningful. At the same time, successful families often feel concerned, even...
“FORCED INTO RETIREMENT” – WHAT COMES NEXT?
October 1, 2018 Financial Planning Tips, Retirement PlanningForced into a retirement? Must be nice! Yes, that thought came into our heads too as we anticipated writing this article. In a very active mergers and acquisitions environment and the age of corporate buyouts, involuntary...
This article is for informational purposes only and does constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or product.
BEING A FINANCIAL PLANNER IS (KIND OF) LIKE BEING A THERAPIST
August 3, 2018 Financial Planning Tips, InvestingWhat do you think is the number one issue prospective clients bring to us here at Prism? It’s likely not shocking. Here’s the big question:
Too often in our society, employees and business owners alike are pressured to grind both at work and at home. Financial stress is often the motivator for being a “workaholic.” The value of taking some time off is drastically...
Have you ever lamented that you wish you could “quit your jobs yesterday?” With corporate cultures becoming more and more demanding, it’s no surprise that burnout is happening well before the traditional retirement age. But,...
When we think about retirement, images come to mind of a gray-haired guy with a fishing pole, spending all day on a lake somewhere. But, in addition to more time outdoors, it also represents a new way to pay for our day-to-day...
5 EASY WAYS TO HELP YOUR 20-SOMETHING WITH HER MONEY
May 2, 2018 Financial Planning Tips, Next Generation FinancesYou’ve done a great job guiding your child through school, and now he/she is ready to graduate and start a career. We’ve all heard the horror stories about 20-somethings failing to plan ahead with their finances and the trouble...