Resources

Retirement planning can be tough. Here are 3 hidden expenses often overlooked.

There can be misconceptions about what advisors do, who needs one, and the best time to seek one out. I’ll offer perspective based on what my practice offers as an independent advisor and CFP® professional, and the problems we help address along the way.

One of the biggest pieces to achieving success comes down to knowing - in very specific terms - what you are trying to accomplish, and then laying out the next steps to get there. It’s true that people without goals aren’t as successful as those who set them, and people who don’t write down their goals are much less likely to accomplish them.

One of the most important things you can do to prepare for retirement is to measure and understand your annual living expenses. Why is this so important? Our living expenses have an impact in a few ways; first we need to know exactly what we need to live on, and second..

We lead busier lives than ever — we work more, take on more responsibility, and our kids are involved in more activities. So, what does making the most of your situation really look like?

Can a financial plan fit on one-page? We think so.

It’s no secret that a lot of people are in fact scared to look at their financial situation. The reasons vary, but some of the most common excuses we hear are: ‘Once things settle down I’ll have more time for this’ or ‘I don’t have enough money to get started’ and ‘My situation is changing and I can’t possibly commit to a budget right now’.

Marriage is a great adventure, and like any adventure some thoughtful planning can really enhance the experience and provide the outcome you are looking for.

'I’ll save more when’ is a dangerous type of thinking and at the core it’s simply a form of procrastination.

An estimated 7% of US residents age 16 or older were the victim of at least one incident of identity theft