Tag Archives: financial planning

Strategies to Successfully Navigate 5 Financial Milestones

As we go through life, we pass milestones that mark transitions into different phases of life. Financial transitions accompany these turning points. Our goals change and our priorities shift in response to these changing life needs. While everyone’s financial journey is different, most people pass through five primary financial stages as they age. During each stage, income, spending patterns, financial priorities, and goals tend to change in predictable ways. Knowing which financial goals to work… Read More »

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 »

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 »

12 Smart Financial Planning Moves to Consider as Tax Reform Looms

It’s hard to believe, but another year is almost behind us. With January just around the corner, now is a great time to review various financial planning items as you get set to enter 2018. Many of the IRS publications referenced below are for tax year 2016. Changes are not anticipated when 2017 guides are published. Right off the bat, let’s talk about what’s on everyone’s mind–tax reform. 1. Sweeping changes in the tax code… Read More »

End of the year Financial Planning tips

The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial planning changes. But taking a few steps now could help you reduce your tax liabilities—and start January on a stronger financial foot. Consider completing the following tasks before 2017 is over: • Make Charitable Donations… Read More »