Blog Category

Financial Planning

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13

Feb

Ten Pre-Retirement Questions Everyone Should be Able to Answer

Ten questions anyone over age 50 (OK, probably 30) should ask themselves.

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18

Dec

Financial Planning 201

A well-diversified portfolio of index funds may be a good start, but there are other important things to consider on your path to financial freedom.

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27

May

Why Good Financial Planning is More Than Just a Plan

Real financial planning is the ongoing process and is not the “formal” financial plan. As President Dwight Eisenhower once said “plans are nothing; planning is everything.”

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7

Feb

Do You Have a Letter of Last Instruction? You Should and So Should Your Loved Ones

A Letter of Last Instruction is an important document to prepare which will help your family find important information when you pass on. It can save survivors the burden of scrambling to find information during the difficult time of grieving.

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4

Apr

Where Should You Invest Your Hard-Earned Dollars? Five Investment Buckets and When to Fill Them

As you continue to save, is there a preferred order that should be followed when placing those dollars into different account types? While the answer is often dependent on a person’s unique situation, we offer guidance that can apply in most cases.

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6

Nov

Health Savings Accounts: A Hidden Gem

We’re singing praises of the Health Savings Account (HSA)! With tax rates rising, this simple account has many advantages that can benefit you now and in the future.

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10

Feb

Straight Teeth and Smart Investing – Short-term Pain, Long-term Gain

What do straight teeth and smart investing have in common? Both require a bit of discomfort before you see the benefit.

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14

Apr

Life Insurance Basics

Life Insurance doesn’t need to be confusing. Understanding a few important points can make sure you’re not over or under-spending on this important planning tool.

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19

Jul

Financial Planning 101

Forming good savings habits at a young age will pay dividends on top of dividends. Starting early with the right plan is a key to success.

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7

Sep

What is a Fiduciary, and Why is it Important?

Arguably the most important decision when selecting a financial advisor is also the most misunderstood.

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