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There is always fluidity with tax proposals. However, it is best to have a plan in place for whatever uncertainty may lie ahead. Review your options with your financial and tax advisors.
Do not put your financial plan on the shelf and carry-on as usual. It's essential that you engage a qualified wealth advisor to help develop your financial plan.
It’s easy for wasteful spending to go undetected, especially if you’ve developed any of these bad habits. You work hard for your paycheck, so make sure you’re spending it in the right places. We cover some of the easiest places to spend more money than you need to. Read on and then celebrate Financial Planning Month by reviewing your budget for wasted money.
High school graduations are just around the corner and in the past year you’ve likely spent a lot of time helping your child determine their field of study as well as the right college.
Pensions are quickly becoming a thing of the past, but if you still have one it’s important to understand your payout options once you retire. We explore the pros and cons of both options so you can make an informed decision.
Simon Pagenaud might have taken this year’s checkered flag at the Indy 500, but you can still take the flag for your finances. With the support of a team and flexibility for those unplanned things that can throw a monkey wrench in your plans, you could find yourself steering your finances into the winner’s circle!
Heart disease, cancer, arthritis, and diabetes are all examples of chronic illnesses. One out of every two Americans has some type of a chronic condition. While this can be a physical and mental challenge, it can also have a financial impact.
It might not seem like training for the Mini-Marathon and planning for your financial future have anything in common. But they have more similarities than you might think. Both require a detailed plan and input from experts that can help you get a leg up on the competition.
For some, the 4th quarter of 2018 might have seemed like a tough storm to weather when it came to the stock market. It can be difficult to batten down the hatches and ride out a financial storm, but with proper planning you can help to ensure your financial home withstands any bad weather that might come its way. We have eight tips to help you survive a financial storm.
Dreaming of retiring in your 30’s or 40’s but not sure that could be your reality? The FIRE movement (Financially Independent Retire Early) is increasing in popularity, but there are definite pros and cons to the movement. Be sure you’ve critically assessed your financial situation, and that your financial plan is structured to provide you the means for early retirement. We have the details…
This Valentine’s Day, switch it up and give the gift of financial security. Read our tips for the best Valentine’s Day gift.
There are a plethora of tools that can help you streamline your finances – from automatic transfers to bill paying services to auto escalation for retirement accounts. Taking advantage of this technology can go a long way in helping you meet the financial goals you’ve defined, setting you up for continued success in the future.
Who’s your financial role model? It makes sense to turn to experts for advice and guidance when it comes to things like investments, retirement planning, and tax strategies. But what many might not realize is that each of us has someone who shaped our financial literacy and perception of money at an earlier stage in life – be it good or bad. Kate shares three money lessons she learned from her financial role model – her Dad – and demonstrates the importance of playing that role in a child’s life, shaping their future perception of how to handle financial decisions.
Investment lessons learned during a trek up Mount Kilimanjaro?? It might sound crazy, but…Follow along as Bill discusses the lessons he learned during his climb up Mount Kilimanjaro and discover how they likely apply to your investment portfolio.
Do you have a vision for how you will spend your retirement? If you have a spouse or significant other, does it match theirs?
If you are 65 years old, you have a 70% chance of needing long-term care. Can you afford $90,000 per year? If not, you may want to include LTC insurance in your financial plan. Or, you can take the chance of being in the lucky 30%!
Buying a car and keeping it for seven to ten years or longer will generally provide a better financial result than leasing. However, if your personal preference is to lease, then be a smart consumer.
It’s winter in Indiana! Hit a pothole hard enough and you might end up with a pricey bill for the repair. Or, what if your furnace dies when ...
Everyone knows an annual physical is recommended for most adults. Seeing your doctor on a regular basis helps identify potential health problems before they become serious. Your investment portfolio needs an annual checkup too!
Everyone wants a great future! Then why don’t people plan? Many do nothing and leave their future well-being purely to chance.
According to the Bureau of Labor Statistics, over 250,000 professionals call themselves financial planners or advisors. When looking for advice, how do you determine who is qualified to provide you the personalized plan that can achieve financial independence?
If you are over age 60, you probably spent a few thousand dollars or less for your wedding, including all the trimmings.
Your investment portfolio must reflect what your money needs to do for you. If it doesn’t, you may be taking too much risk with your investments or, on the other hand, you may be missing out on important growth.