One of the best financial planning moves you can make is to reconsider all your existing investment management choices. This doesn’t have to feel like starting from scratch but rather serves as a big-picture review that helps you recognize the right moves and where it would be helpful to make some tweaks as one year … Read more
Every fall is college application season, a time that creates worry among families about acceptance, decisions, declaring a major, and – most of all – figuring out how to pay for higher education. College is expensive no matter how you look at it, no matter where your grandchildren are accepted and decide to attend. Some … Read more
Whatever your age or the time of year, whatever your station in life, financial planning is a smart move. It can feel daunting initially to discuss your financial details with an expert but their guidance will prepare you to save for the future and prioritize financial choices. The scariest thing you can do is not … Read more
Selecting an agent for power of attorney might seem simple until you really consider the documentation. The right person to potentially manage your finances, the person you always consider an obvious candidate, might not ultimately be right for this role. Speaking with your financial advisor and estate lawyer about this element of estate planning will … Read more
The Trump Administration has laid out tariff numbers for multiple countries as part of its foreign policy strategy and new trade policy, and these decisions could impact your daily life. Everyday items you use, from vehicles to technology to pharmaceuticals, can be affected when it comes to foreign goods. The numbers can change rapidly. Worldwide … Read more
Divorce has a profound impact on every aspect of a person’s life, especially financially. All decisions you made about the present and future with your former spouse are altered by the financial elements of a divorce settlement, from child support to spousal support to sharing debt. Working with an expert after divorce for financial planning … Read more
You can make careful, informed financial decisions with the help of your financial advisor, but fluctuations in the financial market impact options, and it can be difficult to judge when it’s time to make changes or maintain the status quo. Brush up on market terminology, courtesy of Morningstar, and be prepared to review your choices … Read more
You are ahead of the game if you have an estate plan. If you haven’t updated or reviewed these documents for some time, now is the right moment. It’s important for your estate plan to be ready and adequate when it comes time to execute it so loved ones avoid difficult situations, conversations, and circumstances … Read more
Recent government and economic changes have many people considering early retirement at a time that is financially fraught. An unknown future is a scary place to be, but it’s manageable with guidance. If you’re on the cusp of hanging up your professional hat forever – at least in the field you’re in now – consider … Read more
The Trump Administration has put tariffs on Canada, Mexico, and China to reduce the trade deficit and protect domestic industries. However, this move could also impact the United States in multiple other ways, not only influencing the broader economic landscape of the nation but immigration patterns and policies and the country’s labor market. Key Facts … Read more
Strategizing for retirement is its own unique financial planning act. Money will come in differently than it does now. Living will feel different. Goals will shift. Working with retirement experts to create a customized financial plan will help you feel confident about supporting yourself during what’s ahead and make you fall in love with your … Read more
With every presidential inauguration comes a change in economic policy. How will interest rates change? Which economic sectors will flourish? Most of all, what – if anything – will happen to your money? Know the risks, the safe spaces, and how this national shift could impact financial planning, no matter your political affiliation. Assess Risk … Read more
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