Category Archives: financial planning

Tips for protecting your financial life as a caregiver

Few tasks in life can be as rewarding and challenging as being a primary caregiver for your loved ones. And care-giving comes in a variety of forms, from looking after ailing relatives to raising children as a stay-at- home parent. Whether you purposefully chose the role or life’s circumstances required you to fill it, you face myriad responsibilities that can distract you from managing your own financial life. To feel secure in your future and… Read More »

3 Financial Planning Mistakes And How To Avoid Them

Adam Sarhan Financial planning is very important, but regrettably often overlooked by most investors. A proper financial plan consists of a comprehensive evaluation of your current, and future, financial state. At the most basic level, your financial plan should use current known variables to predict future income, asset values, and ensure your money outlives you. Regrettably, most investors (small and large) do not take the time to conduct a proper financial plan, instead they wing… Read More »

Leaving a Legacy: Why You Need An Estate Plan

Kay Kramer, CFP® Approaching the topic of estate plans can often be an uncomfortable discussion for many. But having an estate plan, being aware of what it says, and making sure that it reflects your values and wishes is one of the greatest gifts you can give your survivors. Responses to inquiries about estate planning reflect our very human desire to avoid talking about dying. These are some common responses when people are asked about… Read More »

How To Make Those Financial New Year’s Resolutions A Reality

Erik Carter Did you make New Year’s resolutions this year? Unfortunately, there’s a pretty good chance that any resolution we make won’t be kept. This can be particularly true of financial goals, which can often feel confusing and overwhelming. Here are some steps to help make those financial resolutions into a reality. 1) Set SMART goals. When we set a vague goal like “save more money” or a seemingly insurmountable one like “pay off all… Read More »

Simple Financial Planning Tips for Ramping up your Retirement Savings

No matter where you are in your life, saving for retirement is likely one of your most important financial planning goals. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some straightforward ways to maximize your retirement savings. The reality is: Most people do not save enough money for retirement. In fact, the National Institute on Retirement Security estimates that Americans have at least… Read More »