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
Financial experts use a variety of fee structures when charging clients for financial planning services. Knowing the services and time commitment that are important to you and knowing what’s available from each unique professional or group is necessary, so you are fully aware of your compensation obligations. You might be surprised about some of the … Read more
Everyone experiences major life changes. Some are planned, others are a surprise, but no matter what happens and when, these large shifts can absolutely alter your financial present and future. Financial planning with a dedicated financial advisor ensures that you are ready to handle change as it comes your way and still maintain financial security. … Read more
There are multiple reasons physicians consider going into private practice. Everyone has their own story of why, but when making a life-altering decision you must think of all the aspects of the business. The first step is to decide what type of medical practice you want to operate. The responsibility of the practice differentiates depending … Read more
No matter what type of company you own – from a flower store to a coffee house, a graphic design firm to an importer, a retail clothing store to a smoothie shop – part of your business plan should be securing the ongoing support of a financial advisor. Business owners and executives need another voice … Read more
Whether you have a prenuptial agreement in place or not, whether your divorce is amicable or not, you are no longer part of a pair. You’re flying solo, for now, and that means the joint money decisions you used to make must be altered to suit a newly single lifestyle. Working with a financial advisor … Read more
It is never too early to plan for what’s ahead. While gainfully employed young professionals might simply be happy to have enough income to live, wear, and do what they want without feeling pinched like they did when they were in school, considering all that’s to come in life will make a positive difference on … Read more
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