With Memorial Day right around the corner, and in honor of Military Appreciation Month, we’re recognizing those in the military as well as their families. Military members and their families face one-of-a-kind challenges, which make dedicating time to personal finance...
This year has really taught us all a lesson in understanding our own financial habits. What’s the best way to have good habits? Making sure kids learn them early in life! If you haven’t started laying the foundation for healthy money habits with your children...
When it comes to managing your finances, credit is a very important part of the equation. Along those same lines, credit cards become very important as well. For something that is so important for people, we often don’t exactly get set up for...
Searching for a financial planner to work with can be an overwhelming task. How do you know if you’re working with the right person/firm? The financial decisions in a plan are extremely important and need to be taken very seriously. The role of a...
It’s been over a year since COVID-19 made its way to the US. While adjusting to the new way of life, it’s possible your insurance coverage has not been top of mind. Now more than ever, you want to make sure that you are properly covered in a number of different ways. ...
You work and save diligently in order to enjoy your retirement. However, a recent survey found that 80% of Americans have expressed anxiety that they have not saved enough to be financially independent in retirement. Being ready for retirement can seem overwhelming,...
Starting your own business can be an exciting, life-changing process for folks and it has many steps. Potentially one of the most important steps is choosing the right business structure. Knowing which structure best suits your business needs is absolutely crucial...
There was plenty of other things to worry about in 2020, but 2021 has seen the return of a familiar worry: inflation. While it could be seen as a good sign that worries elsewhere are easing, inflation has certainly piqued national interest once again. In fact, a...
It’s a delicate discussion, and one that can be difficult to start for some parents but talking to your kids about money is extremely important. Starting the discussion early with your kids will help set them on a path towards better financial...
Long-term Care Planning We receive many questions regarding long-term care planning. We live among a rapidly aging population. Life expectancy has increased, primarily from advances in medicine and a more health-conscious society. The trade-off is that a larger...
