Financial Planning for Special Needs Children

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

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

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

Financial Planning Tips for Small Business Owners

Ever dreamed of owning your own business? I know I have! Most people are very attracted to the idea of being their own boss. While owning a small business is an appealing idea, it does carry some significant risks. Only 50 percent of small businesses actually survive the first five years. That’s a scary thought. … Read More

3 Concerns for Every Entrepreneur Going Through a Divorce

Divorce is always devastating, but when a family business is at risk of being dismantled, it becomes doubly so. This post discusses some of the most common problems business owners find when they are tasked with dividing a business and its assets. Business Worth The most primary undertaking in a divorce is accounting for assets … Read More