Financial Planning

Your Finances Support What Matters in Life

When you think about your finances or financial topics, you probably think of the stock market, inflation, interest rates, valuation ratios, and other complex concepts. Well, forget all of that. The truth is your financial security is a cornerstone of a fulfilling and meaningful life. Whether the minutia makes sense or makes your head spin, [...]

By |2024-07-01T10:34:37-04:00July 1st, 2024|Blog, Financial Planning|

Smart Money Moves: Financial Tips for Building Your Vacation Fund

An escapade to an exotic getaway or a relaxing vacation provides an opportunity for rejuvenation. However, these leisure vacations often come with a price tag. Establishing a vacation fund is crucial to enjoying your holiday without financial strain. Here are some practical tips to help you build your vacation fund effectively. 1. Establish a budget. [...]

By |2024-06-28T10:06:57-04:00June 28th, 2024|Blog, Financial Planning, Travel|

Why You Shouldn’t Postpone Your Retirement Contributions

You may be thinking that you’ll save for retirement later. Right now, there are bills to pay and things you want to do with your money, so retirement isn’t on your radar. You may also be thinking, “How impactful could just a small amount of money saved really be for me—will it make a difference?” [...]

By |2024-06-03T02:37:34-04:00June 3rd, 2024|Blog, Financial Planning, Retirement Planning|

The Importance of Wealth Protection in Retirement

You’ve worked for your entire career to set up the life that you’ve always wanted, but that doesn’t always mean that the money and assets you’ve gained over the years will last. A part of retirement planning that people often overlook is wealth protection planning. Without a proper wealth protection plan in place, your savings [...]

By |2024-05-06T09:30:09-04:00May 6th, 2024|Blog, Financial Planning, Investment Strategies|

Securing a Lasting Legacy: Strategies for Building Generational Wealth

In the complex and ever-evolving landscape of financial planning, the ultimate goal for many individuals extends beyond personal wealth accumulation. It encompasses a profound desire to ensure that their legacy endures through their descendants, manifesting as generational wealth. This ambition, while noble, is fraught with potential legal and financial hurdles, particularly in the realms of [...]

By |2024-03-25T10:49:15-04:00March 25th, 2024|Blog, Estate Planning, Financial Planning|

Here’s What Medicare May Not Cover…Are You Prepared?

You may think that Medicare covers all of your medical expenses when you retire…but it doesn’t. We often see clients who have a really solid retirement plan that takes almost everything into account except for medical expenses. They often think, “Well, I’m healthy now, so I’ll be healthy in the future.” But that isn’t always [...]

By |2024-03-04T10:44:26-05:00March 4th, 2024|Blog, Financial Planning, Health & Wellness, medicare|

Retiring With Your Spouse? Here’s What to Know

If you don’t know what your spouse wants out of retirement, you might be faced with unforeseen, costly mistakes. Ask yourself if you know their specific plan. Do you know the day they plan to retire? Do you know exactly how your finances are going to be handled? Retirement is all about planning, and if [...]

By |2024-02-26T10:22:31-05:00February 26th, 2024|Blog, Financial Planning, Retirement Planning|

Long-Term Care Costs Could Hurt Your Savings… But You Have Options!

Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in place for needing long-term care.[1] Long-term care is medical care that goes beyond just normal doctor’s visits. It is medical care where someone helps you with the functions of everyday living, [...]

By |2024-01-29T11:14:39-05:00January 29th, 2024|Blog, Financial Planning, Healthcare|

Reasons to Prepare Your Family Financial Strategy This New Year

The holidays are a time when everyone is surrounded by family members and having a great time, but it may also remind you that your life is intertwined with that of your family’s, including when it comes to finances. If you are unsure about how your financial goals connect to your family’s, now might be [...]

By |2024-01-02T09:44:43-05:00January 2nd, 2024|Blog, Financial Planning|
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