Browsing Category

Financial Planning

Financial Planning Insurance

3 Financial Steps for New Parents

Hey there new parent! With the excitement of a new baby, it’s easy to overlook some key financial steps to take, like updating beneficiary designations. Here are a few steps you should consider. Update your health insurance policy Unfortunately,…

Financial Planning

Teaching Your Children About Financial Planning

As a parent, one of many responsibilities is to guide your children towards becoming successful contributors to society.  You want to give them all the tools needed to step into adulthood mentally and financially prepared. You want to do…

Financial Planning

Financial Responsibility: Do You Have It?

Take charge with your financial situation through your personal self-control and awareness.  What does it mean to be financially responsible? It’s a complex question with a complex answer, but at its core is a simple truth: To be financially…

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…