Category: Financial Planning

Taking advantage of a tax-sheltered retirement vehicle like an IRA or 401(k) account is advice you’ll find included in every solid financial plan. However, we do have to make sacrifices …

Financial decisions are always fraught with emotion. Not only must we worry about keeping the lights on and the mortgage paid, but we need to be concerned about our future …

Bad habits with money can have a range of consequences. Engaging in a simple guilty pleasure every now and then probably won’t hurt your bank account, but racking up credit …

A quality retirement is achievable even if you don’t have a million-dollar salary or a brilliant investing mind. However, you do need to set goals and avoid potential pitfalls. Making …

Finding a suitable investment advisor can be tricky if you don’t know what you’re looking for. The world of asset management is vast and people often have different goals for …

Social security provides income for retirees, widows, widowers, and disabled individuals based on their age and former work salary. Benefits are managed by the Social Security Administration, which also runs …

Rules of thumb are often intentionally vague so that each person can apply them to their own individual situation. We all know it’s important to save for retirement, but each …

For those lucky enough to have substantial assets packed away, it’s important to create a plan to ensure your funds last long after you’ve departed. Not only is estate planning …

Debt often has a negative connotation, but many times, borrowing money is a smart move, such as if you’re getting a loan for college or a mortgage. So, if debt …

Estate planning can be an uncomfortable process, but it’s a crucial piece in any financial plan, especially as we amass assets near retirement age. Two ways to put your wishes …