The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
As we kick off 2022, many of us likely have decided on a few financial New Year’s resolutions. Starting the year off on the right foot is important to accomplish your 2022 financial goals. Here are a few ideas to consider when planning for the year ahead.
The first half of 2022 has proven to be challenging for investors. Being an investor during volatile markets isn’t easy, but there are a few strategies to consider in order to make the best of a difficult situation.
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
