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personal finance

AICPA Highlights 6 Recent Personal Finance Trends

Submitted by Alloy Silverstein Financial Services, Inc. on September 3rd, 2019

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

Tags:
  • budgeting
  • debt management
  • personal finance
  • Read more

5 Easy Ways to Better Financial Health

Submitted by Alloy Silverstein Financial Services, Inc. on July 18th, 2019

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

Tags:
  • financial planning
  • personal finance
  • Read more

5 Financial Missteps to Avoid

Submitted by Alloy Silverstein Financial Services, Inc. on April 9th, 2019

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well. Even money mistakes that are corrected early enough will have little impact on your wealth going forward.  What you do want to avoid are money mistakes that can be hard to recover from.

Tags:
  • financial planning
  • money management
  • personal finance
  • Read more

Questions After the Equifax Data Breach

Submitted by Alloy Silverstein Financial Services, Inc. on November 21st, 2017

Consumers may be at risk for many years.

How long should you worry about identity theft in the wake of the Equifax hack? The correct answer might turn out to be “as long as you live.” If your personal data was copied in this cybercrime, you should at least scrutinize your credit, bank, and investment account statements in the near term. You may have to keep up that vigilance for years to come. 

Cybercrooks are sophisticated in their assessment of consumer habits and consumer memories. They know that eventually, many Americans will forget about the severity and depth of this crime – and that could be the right time to strike. All those stolen Social Security and credit card numbers may be exploited in the 2020s rather than today. Or, perhaps these criminals will just wait until Equifax’s offer of free credit monitoring for consumers expires. 

Tags:
  • credit
  • fraud
  • identity theft
  • personal finance
  • Read more

Money Mistakes Millennials Should Avoid

Submitted by Alloy Silverstein Financial Services, Inc. on June 19th, 2017

Each generation faces unique challenges and opportunities when it comes to managing finances at different life stages. Alloy Silverstein provides the following do's and don'ts to help Millennials stay on track with their finances.

 

Tags:
  • debt management
  • emergency fund
  • millennials
  • personal finance
  • saving
  • Read more

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