It’s no secret that raising children requires significant financial resources. For children who will need care for the rest of their lives, the financial burden increases exponentially. There can be significant day-to-day costs, and then there is the prospect of their future without you. Secure financial planning can alleviate some of the worry special needs … Read More
Financial Planning
The Reliable Retirement Planning Checklist You Need Now
Will you have enough money saved? Will you need part-time work? Are you prepared for the possible curveballs retirement can pitch you? These are just some of the questions this retirement planning checklist hopes to tackle. Whether you’re nearing retirement or looking far ahead, this checklist can lay the foundation for a successful and fulfilling … Read More
How to Make a Five-Year Financial Plan Effective
A Five-Year Financial Plan has the power to get you where you want to be in the near future. Whether your dream is to pay off debt, buy a house, or go on a trip around the world-the five-year plan is uniquely suited to get you there fast. While saving for retirement happens over the … Read More
Retirement Readiness Checklist: A Definitive Guide
Deciding when to retire is difficult. On the one hand, you want the vitality you need to accomplish dreams. On the other hand, you want to be financially secure for the long haul. All of the following items have the ability to significantly impact your retirement livelihood. Using our retirement readiness checklist helps you make … Read More
The Definitive Divorce and Separation Checklist
If you find yourself in the unfortunate situation of a separation or divorce, you will begin the difficult process of separating your lives. Because of tense emotions, it’s often difficult to figure out where to begin. We will go over the steps you need to take to fully and smartly separate from your spouse. We’ve … Read More
Hiring a Financial Advisor if You Aren’t Rich
Most low income or middle-class families would really benefit from a financial advisor, but many financial advisors don’t work with middle class clients. So how can a middle-class person find a financial advisor? We have put together these tips to aid you in the search. Where to Look for a Financial Advisor First, you need … Read More
Deferred Compensation: Questions Executives Need to Ask Their Financial Advisors
If you have recently become an executive, you have probably heard that you qualify for a deferred compensation plan. So, what does that mean? A deferred compensation plan means that a portion of an employee’s pay is withheld until a later time, usually retirement. A deferred compensation plan also: Gives executives the option to put … Read More
Retirement: How Much Money Do I Really Need?
Retirement planning is often a misunderstood topic. Many people dream of the day when they can retire but few people are properly planning for retirement. Those that do plan are more than likely underestimating the amount of money they will need for retirement. There are plenty of calculators and theories for determining the amount you … Read More
How to Handle Money and Finances During a Separation
When marriages encounter problems, separation sometimes occurs. This can be an emotionally trying time for all involved but its s important to get help. A marriage counselor, a lawyer, whatever you need. Dealing with money and finances during a separation can be difficult. It may cause heated arguments and worsen the situation. It’s important to … Read More
Young Entrepreneurs: 5 Tips for Investing
Many young people have hopes and dreams starting their own business, but the one thing that is holding them back is money. Most of them lack the funding. So, we have created a list of the top five tips to help young entrepreneurs invest and save wisely. Define your Goals It is crucial to accurately … Read More