Category: Article

Financial Conversation Tips for Couples

Finance Conversations for Couples | Aequus Partners Financial Planning

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and habits is key to a strong relationship. And open communication about these topics can help you and your partner work as a team toward common financial goals.

Breaking Down Socially Responsible Investing

Socially Responsible Investing | The ESG Basics

Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and responsible — that they build environmentally sustainable business models, advance a social good and operate in a transparent, ethical way. To identify these companies, socially responsible investors can use a set of criteria known as ESG.

Helping Teens Achieve Financial Literacy

Preparing Teens for Financial Adulthood | 4 Tips on Basic Money Management

Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first time, there can be a steep learning curve when it comes to financial literacy, but laying the foundation for this education early can help establish healthy financial habits that carry long into adulthood.

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How Does Dollar-Cost Averaging Work?

Dollar-cost averaging can potentially soften the effect of market fluctuations and allow you to take advantage of long-term trends.

Life Insurance Isn’t One Size Fits All

The basic premise behind life insurance is simple: You pay premiums to an insurance company, which then pays your beneficiaries a certain amount after you die. But not all life insurance policies are alike.

Tax Tips for Charitable Donations

Make sure you’re making your 2020 deductions & planning for your 2021 charitable giving. Here’s a quick look at what you need to know.

Four Smart Money Moves for 2021

With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for retirement to getting a jump on this year’s taxes, here are some of the smart money moves to consider to help brighten your financial life in the new year.