Financial Planning Basics for New Parents

Financial Planning Basics for New Parents

Becoming a parent comes with many new responsibilities and concerns; it’s only natural to worry, as you want the best for your child and your child’s future. A financial advisor can help you gain greater confidence and a sense of control through...

Read more

What is Longevity Planning?

What is Longevity Planning?

Retirement has both financial and life implications. Retirees today are spending up to 30 years enjoying the fruits of their life’s labor. Because of this, it’s important to plan for longevity in retirement.  Asking yourself the following...

Read more

3 Misconceptions Behind Legacy Planning

3 Misconceptions Behind Legacy Planning

The phrase “legacy planning” is being used more often in place of estate planning. “Legacy,” according to Merriam-Webster dictionary is defined as “a gift by will of money or other personal property”. Therefore, most believe that legacy planning...

Read more

Four Myths About Financial Planning

Four Myths About Financial Planning

As we go through life, there are many phases and each one represents a different financial need. For this reason, long-term financial planning is essential for every generation. A recent study revealed that 42.2 percent of Millennials, 29.8...

Read more