It’s Summertime! What better time than now for a midyear financial checkup?
A midyear review of your financial situation, especially looking at key financial fitness areas, can yield great dividends.
10 Steps for a Successful Financial Checkup
It's essential to review your finances regularly to make sure you're working towards your goals. Here are 10 steps to have a successful financial checkup.
Why it's time for a financial checkup
If you’re afraid to look at your bank account, that’s a good sign you might be in financial trouble – and need to do some ‘back of the envelope’ math.
A Guide to Your Mid-Semester Financial Checkup
It's time for a chapter early/mid-semester financial checkup.
A guide to your mid-year financial checkup
by: Beth Braverman It’s hard to believe it’s already been six months since you made those lofty money-related New Year’s resolutions. With 2015 half over, it’s a good time to check back in on your finances to make sure they’re on track and to prevent any big surprises or problems through years’ end. “There’s a …
How retirees can perform a financial checkup
Navigating the finances of retirement gets a little easier when you have a good idea of what to expect.
Got 20 minutes? A quick financial checkup
USA TODAY contributor Regina Lewis explains why a 20 minute financial planning session benefits you.
Have You Done Your Yearly Financial Checkup Yet? Here’s A Guide
The beginning of the year is often a perfect time to look at your finances. The fast approaching tax deadline is an obvious incentive. Conducting an annual financial checkup sets you up to take the right steps today to build a strong foundation for your financial wellness.
Have You Had a Personal Financial Checkup Lately? Here's Why It's Important for Your Business's...
If your business requires funding, you need to get your personal financial wellness in order.
How to keep your business on track with annual financial checkups
The market and the businesses operating in it are in a state of constant flux. Keeping up with these changes requires forecasts and budgets. Clarus Partners' Michael Stevenson discusses the role of annual financial checkups and how to conduct them to stay on top of market realities and company goals.
Midyear Money Checkup: Tips for Getting Fiscally Fit
Halfway through the year is a good time for a money checkup. Here are five essential midyear money tests, plus some tips for improving your fiscal fitness.
10 Points for a Midyear Personal Checkup
If you are not at your best, then you’ll be facing even more challenges. Here are 10 personal development points to review here at midyear.
How to Pick a Financial Advisor
Mark Tibergien of Pershing Advisors Solutions says feeling a personal connection with your advisor should be a top priority.
Financial Futures Markets Predict Only One Rate Hike in 2019
Alan Bush, the Senior Financial Futures Analyst at ADMIS, talks Stock Index Futures as well as his perspective on news from the Euro Zone. Video Production b...
How the ‘Five-Finger Checkup’ Can Save Your Financial Life
By Jim Ludwick, CFP Learn more about Jim on NerdWallet’s Ask an Advisor Financial planning isn’t all that complex. Whether you live paycheck to paycheck or have considerable wealth, it…
Find Out What Makes Our Financial Lines Capabilities Unique
We're a primary financial lines carrier that focuses on specialization, and we've done that for the last 40 years. Through collaboration between claims and u...
Advice for the incoming midyear class
The nearly 100 newest Brandeisians will officially begin their university careers when they arrive on campus Jan. 13. For expert advice on navigating their journeys as transfer and midyear students they’ll be able to turn to their Orientation Leaders and to Sydney Derfel Sahasrabudhe ’17.
Midyear Trends in IT Transformation
Discover the three key trends CIOs should consider as they look to transform their IT organizations in year ahead.
Checkup Checklist: How to Prepare for an Annual Checkup
Use our checklist to make the most of your annual checkup
Why Annual Checkups are Now Wellness Checkups
Research has found that annual visits to the physician are now looking more like wellness checkups rather than physicals. Benjamin Kaplan, MD, explains the change and why it is important for the doctor-patient relationship.