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Financial Planning

Financial Planning

The Behavior Gap and Your Financial Health

Read to find out how the behavior gap could affect your financial health. “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From…

Financial Planning

Teach Your Teen About Debt

Start the conversation about money with the important topic of debt, what it is, and how to avoid it.  We teach our children a lot of important life skills, like how to ride a bike, the rules of the…

Financial Planning

Protect Teens Against Multiple Internet Scams

Protect your children and grandchildren from the scams of today’s online world.  With the combination of being tech savvy and confident on the internet, young people today are vulnerable to scam artists, especially in an increasing dangerous online world.…

Financial Planning

Your 2022 Personal Finance Calendar

Although we are near the middle of 2022, it is never too late to update your financial calendar following these tips.  Financial Planning for the future can be a stressful head-scratching process. If the past two years have taught…

Financial Planning

Habits That Can Help You Reach Financial Freedom

Set yourself on the right financial path by implementing healthy habits into your life. What is Financial Freedom? Finanical freedom can be defined as the folowing four elements: Having control over your day-to-day, and month-to-month finances Having the ability…

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…