In this month’s edition of “Money Matters,” Scott talks about the importance of estate planning for everyone and why it’s crucial to have a solid estate plan defined and in writing. Listen to learn more about these key estate planning topics that everyone should have in place early in life.
In this month’s edition of “Money Matters,” Scott talks about the the importance of protecting your home, including having adequate homeowners insurance and documenting your possessions in a video file, as well as tactics to protect your home from burglars.
Similar to baking a cake, taking the shortest route to the office, or packing for vacation, there are strategies and a process to family philanthropic efforts that will help maximize your results. The National Center for Family Philanthropy created a toolkit to help you learn more about these tried and trusted processes and management strategies that can set up your family for success for generations to come.
In this month’s edition of “Money Matters,” Scott discusses keeping your finances top of mind during the holidays, so people don’t overextend themselves. He gives several examples of gift-giving ideas that won’t break the bank and will leave long-lasting memories. Scott also covers the parameters surrounding gifts of money, property, and other financial gifts.
Can money actually buy happiness? Studies show that more income can be tied to more happiness if you spend money more intentionally to increase your happiness. Find out if you’re spending your money in a way that will make you happiest.
If you could have more time or more money, which would you choose? Did you know the desire for more time over more money is linked to greater happiness? Find out how you can buy more time and take better advantage of the time you do have.
How do you treat money windfalls? Large or small, money that falls into your hands can easily fall right back out again if you don’t consciously think about how you’ll use it. Whether it’s an inheritance, stimulus check, or a $20 bill you found on the ground, learn more about how you can make the most of unexpected money that finds its way into your pocket.
The human brain has a documented and reliable response to fear, including the release of cortisol into our bodies. Cortisol can put you in fight or flight mode—potentially wreaking havoc on your long-term investment strategy. The good news is there are things you can do to shut down the cortisol effect.
Relocating isn't just for retirees anymore. In this webinar, a group of advanced planning experts from across the tax, legal, and wealth management spectrum join me to discuss key relocation tax planning and financial strategies and considerations.
Money can indeed buy happiness. Understanding the physiological mechanisms that lie behind these feelings of happiness allow you to make smart lifestyle choices that could benefit your long-term investing strategies.
Prioritizing a focus on money is common and so is prioritizing a focus on time; however, these two types of priorities take different forms among the working class and the elite. Learn how to recognize your priority, and how shifting your focus may shift your level of happiness.
Keeping your household stocked with essential everyday items, and doing so well ahead of an emergency or shortage, instead of following the average American’s “just in time” shopping system, can make life easier when times are tough.
In this month’s edition of “Money Matters,” Scott Oeth talks about the endowment effect and why investors who become emotionally attached to their investments can suffer negative financial consequences that may have been avoidable without that emotional attachment in place.
A newspaper article by my late grandfather, Arthur Herman Oeth, and published in the Dubuque, Iowa newspaper in the late 1950s holds timeless advice on debt and points to the value of passing on work ethic, financial acumen, and a desire for achievement, which can be a legacy far more valuable and durable than financial assets alone.
One of the things that I appreciate about having my practice with Cahill Financial Advisors is everyone’s dedication to our community. Our Cahill Financial Advisors Community Investment Program focuses on giving back to the community by sharing our time, treasures, and talent.
A good retirement plan requires solid financial planning, but your retirement years can feel both fulfilling and rejuvenating when you include your passions, skills, and most valued relationships.
From a pandemic, to financial turmoil, to an unforgettable election season, the negatives of 2020 will forever be remembered. It's important to remember the positives though--especially when it involves your finances!
How you think about money matters! In this post and radio interview, I discuss three key points that can influence your thoughts on money and have been proven significant factors in financial success!
When uncertainty hits and the markets fall, remember to S.T.O.P. before making any decisions with your financial portfolio.
There's more to retirement planning than numbers. With retirement spanning decades, it makes sense to really put some thought into what form your ideal retirement years will take. Check out these key considerations.
Calvin Rutstrum's mindset about wealth, material goods, and happiness is a great reminder for everyone—especially during lean times!
The cost of a wedding—a one-day event—can rival that of new car, a house down payment, or so many other large-ticket items that can last years or even a lifetime. Scott talks to Reuters about the decision he and his wife made to forego an expensive wedding, and, instead, opt for a financially-sound courthouse wedding that provided fond memories to last a lifetime.
Many factors can be considered when placing a value on money, but is there a right or wrong way to value money? How do you value money?
National Preparedness Month is a time to focus on strategies that keep you prepared and safe during major emergencies. Find out how you can prepared for any emergency!
Understanding common behavioral finance biases is imperative when dealing with market mania. Learn more about how you can successfully maneuver the market downturn.
In this month’s edition of “Money Matters,” Scott talks about one important and easy way to protect your financial accounts: freezing your credit. Freezing your credit with the three major credit bureaus is quick and easy. Listen to learn more about how you can freeze your credit in minutes.