Category: Financial Planning

COVID-19 (Coronavirus) and the social distancing required to help stop its spread has impacted almost everyone in one way or another. For many people, that impact has included a financial …

An emergency fund is money you’ve put aside specifically to help you handle unexpected financial situations that may arise. Even the most financially stable and responsible individuals need an emergency …

Funds are often suggested as an ideal investment for new investors. The problem is that many new investors may not know the difference between the different types of funds. ETFs, …

Estate valuation can be a useful planning tool, especially for those who may be seeking to limit the burden of the estate tax. In theory, valuing your estate should be …

Retirement planning involves determining all the expenses you’ll need to cover in retirement. One area where people often underestimate how much they’ll need is healthcare. Once you’re retired, not only …

If you have a trust, especially a Revocable Living Trust, you may think that you don’t need a will—but this isn’t the case. You do need a will if you …

Early retirement may be a goal you spend decades working to achieve, or it may be a decision forced upon you due to the health needs of a loved one …

After World War II, pensions were an incredibly popular way to save for retirement. While the majority of public sector jobs still have pension plans, in the private sector, they …

When building your portfolio, one of the most important decisions you’ll make is choosing investments. Though there are thousands of investment options, the two main categories that should make up …

When you’re in a financial jam, it can be tempting to take money out of your IRA. But the reason for your IRA is right there in the name—it’s an …