Browsing Tag

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…


Rehearse for Retirement

Retiring suddenly can be overwhelming. Try living as a “retiree” for a month or two before you commit to leaving your career. Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally,…

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 Retirement

A Roth IRA’s Many Benefits

Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement…