Women are playing more of a role in financial decision-making and are striving to build financial confidence and security. Are you ready to boost your financial confidence? If so, here are five things to consider: A recent study revealed...
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Click image below to view the e-book, 7 Financial Moves for Your 30’s
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Want to be the hero of your future? Entrepreneur and former pro boxer, George Foreman, once said, “The question isn’t at what age I want to retire, it’s at what income.” The good news is you don’t have to be George Foreman to retire...
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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...
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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...
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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...
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The rules surrounding required minimum distributions (RMDs) can be confusing. Taking the time to understand these rules along with the impact that your RMDs may have on your IRA, retirement account, financial plan and tax situation could save you...
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Many students are unable to qualify for the loan amount they need and must have a parent, relative or friend co-sign the loan to borrow the amount needed. Being a co-signer means that you and the student share the legal responsibility for...
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It is often said that a college degree is an investment that pays for itself. However, the cost of this investment can often be an overwhelming burden to parents even when their child is still in elementary school. According to a recent analysis...
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As you look for help in managing your finances, make sure you select a professional who will fit your needs and be proficient in assisting with your financial future. There are many roles in the financial industry (advisors, planners, and...
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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...
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Everyone dreams of retirement, but what does retirement really mean? Retirement is freedom to spend your time and your money as you please. There are 3 key numbers that may help determine and shape what your retirement will look like. By taking...
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