retirement planning

Successful Financial Habits For College Graduates

Dee Kerr, CFP®, CDFA®

It’s that time of year again-- college graduation is upon us. There could be a lot of college graduates that find themselves making personal financial decisions on their own for the first time. This can seem overwhelming and a daunting task at the start.

Finances are complicated for some of us. That’s okay, we’ve all been there. Featured today are some real-life financial mistakes that real people have made, that they’ve learned from, that they want you to also learn from so you don’t make the same mistakes. (Or if you’ve made these same mistakes, just know that you’re not the only one!

Everybody wants to know ways to save money. Finding “life hacks”, searching through the couch cushions, you know the drill. 

Here are some simple skills that you can learn to save some money in the long run so you can stop spending and start saving. 

1. Learn to Sew 

Let’s get to the point 

What is an estate? Essentially, everything you own. 

So, what’s estate planning? Essentially, controlling where all those things go after you pass away. Instructions on where/ to whom your possessions will be going. But, it’s also so much more than that. 

A congratulations goes out to Julie Woods, MSc, MD of Geisinger Medical Center in Danville, PA. 

Dr. Woods has recently become one of the few doctors to accomplish creating a Lynch Syndrome clinic, which is 1 of 4 full service multidisciplinary clinics in the country. 

Student debt is scary. Getting out of that debt is even scarier. But, the good news is, that it’s possible to get out of student debt. 

The Facts 

By Ken Nopar, Senior Philanthropic Advisor

I recently attended the Heckerling Institute of Estate Planning conference and was able to meet with many of the leading estate planning attorneys and wealth advisors in the country and hear about their conversations with clients about charitable giving, gift planning and donor advised funds (DAFs).