I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.
"What is worth insuring?" The answer almost always boils down to how much you'll have to pay to insure the thing you don't want to lose -- whether it's your mustache, your fantasy football player, your home or your health.
Retirement isn’t a reward you one day receive at random. It’s not something you jump into without a thought in mind. You work up to this day with purpose, precision, and dedication.
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
I’ve had the opportunity to work with a number of executives over the years and have found some commonly missed financial opportunities.
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
If the financial goals conversation seems intimidating to you, know that you are not alone!
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
