The Dog Days Cool Off
- Clients May Need More than Retirement Help. Couch, Noel // Plan Advisor News;2015, p29
The article discusses the findings of a 2015 survey of U.S. middle market consumers. Topics covered include developing and keeping a monthly budget as a top financial priority for consumers, the willingness of the majority to undergo financial education, and the belief of the majority of the...
- A Framework of Asset-Accumulation Stages and Strategies. Beverly, Sondra G.; McBride, Amanda Moore; Schreiner, Mark // Journal of Family & Economic Issues;Summer2003, Vol. 24 Issue 2, p143
Based on a study with 298 low-income participants, we propose that asset accumulation occurs in 3 stages. In the first stage (reallocation), current resource inflows exceed current outflows. To do this, people reallocate resources from consumption or leisure. In the second stage (conversion),...
- Investment Commentary. Preston, James E. // Grand Rapids Business Journal;7/15/2002, Vol. 20 Issue 28, p24
Offers suggestions for financial planning. Use of retirement savings; Evaluation of investments; Short- and long-term planning; Process of saving and investing.
- How not to waste money. Mackenzie, Jane // Choice;Oct2005, p2
Presents an introduction to a series of articles about saving and thrift.
- Saving for a rainy day. SWATI CHOPRA VIKAMSEY // Mother & Baby;Mar2015, Vol. 7 Issue 11, p46
The article discusses about how one can plan investments systematically to secure the future of a child by investing in mutual funds, equity portfolio and real estate.
- A timid 'trust me' approach. Frith, Damon // BRW;5/12/2011, Vol. 33 Issue 18, p18
The author considers the 2011 budget plan of the Australian government as a timid budget with large numbers that are hard to quantify, including the 22 billion Australian dollars in identified savings and the nearly two billion Australian dollars in savings from the flood and cyclone tax.
- SPREADING THE RISKS OF SHORTER-TERM SAVING. Tirbutt, Edmund // Accountancy;Jul1988, Vol. 102 Issue 1139, p89
Stresses the need for the Institute of Chartered Accountants in England and Wales to establish rules on personal financial planning. Factors influencing the growth of personal savings in the 1970s; Increase sophistication of the savings market in the 1980s; Lowering of the gap between banks and...
- Its All About Wealth. Sterne, Susan M. // Business Economics;Jul2005, Vol. 40 Issue 3, p36
Focuses on the measurement of saving rate and amount of consumer savings which has taken on heightened importance in both the cyclical and secular settings in the U.S. Decline in the amount of National Income and Product Accounts savings; Factors that reflect the increased level of consumer...
- the quest for the simple life. Weisser, Cybele // Money;Aug2006, Vol. 35 Issue 8, p134
The article profiles Jonathan and Miranda Edel, who have attempted to live a frugal life within the consumer culture of America. Though the couple make more money than most Americans, they choose not to spend this money in an effort to live an ethical life that rejects consumerism and the waste...