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Financial Planning

Financial Planning

Financial Planning During Different Life Stages

Instead of facing the stress of unexpected financial situations, let’s plan ahead for them. For everyone, life happens no matter the age, year, or season. The different stages of life, such as starting a career or facing retirement, demand…

Financial Planning

Your Year-End Financial Checklist

Aspects of your financial life to review as the year draws to a close. The end of the year can help remind us of last-minute things we need to address and the goals we want to pursue. To that…

Financial Planning

Annual Financial To-Do List

Things you can do for your financial future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or…

Financial Planning Retirement

401(k) Millionaires

What does this mean for your overall retirement strategy? Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.  CNBC reported on findings…

Financial Planning

The Need for Power of Attorney

POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, the POA…

Financial Planning Market News

Mixed Signals on Inflation

What to know as markets look forward. Are you having a tough time keeping track of inflation’s mixed signals? You’re not alone. Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, which can…

Financial Planning

The Cost of a Gold Medal

The actual value of the medal. The 2020 Tokyo Olympics wrap up with closing ceremonies on August 8, and it’s been an Olympic games like no other. We’ve watched the world’s finest athletes go for the gold. Which leads…

Financial Planning

The Expanded Child Tax Credit

The federal government has upgraded its Child Tax Credit.   First, the Internal Revenue Service is paying many families who qualify for the CTC 50% of their credit before 2021 ends. Second, the credit has grown larger for most…

Financial Planning

The Fed Acknowledges Inflation

As inflation climbs, the Fed reacts. At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed…