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
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
Small business owners must have a financial plan that is designed to evolve professionally and personally. The most successful business owners seek ongoing support from a financial expert to ensure their enterprise is on track to meet business goals now and in the future so they can enjoy what it feels like to thrive and … Read more
Everyone wants to be smart about their assets, especially parents with young children who want to feel good about the future and prioritize financial planning to benefit the whole family. There are many ways to manage your income, savings, and investments so they work for you and your children. Here are just some ideas to … Read more
Cryptocurrency has been a buzzword for years, but does this digital currency have a place in everyone’s financial planning? Understanding cryptocurrency like Bitcoin and Ethereum and how they work helps conscientious planners determine whether this method of investing is best for their financial present and future. What Is Cryptocurrency? Cryptocurrency is a modern form of … Read more
Not knowing what a 401(k) really is or how much life insurance is necessary is stressful, but you’re not alone in avoiding these big concepts and financial necessities. The key to managing all facets of your financial life – present and future – is to dig into all of it, to get educated with help … Read more
Teachers need financial planning as much as anyone, especially young professionals just starting out in their chosen career. While many new educators are thrilled to have gainful employment doing what they went to college to learn, it’s also important to think beyond the present. Financial planning for the future is essential for every teacher. Reachable … Read more
Being responsible for aging parents means free time as an adult has been altered, whether you have children still at home or an empty nest. Everyone in the sandwich generation quickly discovers the burdens of caretaking are emotional and mental, but especially financial. Provide for aging parents while protecting your own assets and using your … Read more
It’s never too soon to teach your children to be financially savvy. Kids are clever and pick up on big concepts quickly. Start reviewing basic financial habits with your little ones through the coolest world – the world of play – and, before you know it, they’ll be savvy shoppers, philanthropists, and savers with incredible … Read more
Losing a spouse is an emotional experience and, whether you like it or not, this major life change is a financial matter too. Big decisions need to be made right after the loss when your heart is broken, and big decisions need to be made later when your mind is clearer but still not complete. … Read more
When January 1 rolls around, it doesn’t automatically mean you’re a new person or that the year ahead will be any different than the year before. However, the beginning of a new year is an excellent time to reevaluate your financial planning efforts – or finally get something started that you’ve wanted to do for … Read more
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