It's important to keep a record of your financial world, but how long to keep certain financial documents is a common question. Here are some tips.
How Long You Should Keep Personal Financial Documents
How Will the New Administration Impact Financial Planning?
The new Administration is sure to make changes that will impact financial planning. Here are our thoughts on what's to come.
Permanent Life Insurance is Again a Crucial Part of Wealth Protection
Permanent life insurance is an important part of wealth protection planning. Learn how your policy can impact your retirement planning and more.
Resolve to be Prepared for the Unexpected
Many were caught financially unprepared in 2020. Here are some tips to help you better prepare for your future.
How Your 529 Plan Can Help Your Grade School Kids
529 Plans are typically used to pay for college. Now, however, parents are questioning if their Plan can help fund private school for K-12.
Why You Should Include Digital Assets in Your Will
Your Will probably details who gets all your stuff when you die. But have you considered what will happen to all your digital assets? You have more than you realize, and they need to be accounted for.
Don’t Rush Inheritance Decisions
Baby boomers expect to transfer $30 trillion to their heirs over the next several decades. Read these tips to ensure you manage your inheritance properly.
10 Common Money Mistakes People Make in Their 50s
You're getting closer to retirement, and it's time to put a plan in place. Here are some questions to consider and mistakes to avoid.
10 Common Money Mistakes People Make in Their 40s
Your 40s are the time to become more serious about your financial plan. Hopefully, you have developed healthy financial habits that have set you up to meet your goals. Now is the time to make up for financial shortcomings and prepare yourself for the next decade.
11 Common Money Mistakes People Make in Their 30s
In our 30s, responsibility takes center stage. This is the age where healthy financial habits can have a long-lasting impact on your financial future, setting you up for success, or derailing your long-term financial well-being.
9 Common Money Mistakes People Make in Their 20s
Your twenties are a transitional decade. You graduate college, start a new job, maybe get married. Developing financial literacy during this time can mean the difference between quickly falling into debt or building a solid foundation that will allow you to achieve your personal and financial goals.
Carpe Diem – Seize the Day
We are experiencing an unprecedented event in the world. It can be tough to see the light at the end of the tunnel. But let's reflect on the opportunities that are presenting themselves to us.
Personal Market Reflections
A 30-year industry veteran recently said this was one of the most fascinating times he has seen in his entire career. Here's what he has to say.
What to do During Times of Extreme Market Volatility
Investors of all ages are worried. We are experiencing extreme volatility in the global markets. What can you do to stop the bleeding?
How Family Wealth Planning Meetings Can Safeguard the Success of Future Generations
Family conversations around wealth can be uncomfortable. But leaving a legacy is about more than just a gift of money. Learn how a family wealth planning meeting can help with wealth transfer and what to share when you have one.
The Rules of Personal Record Retention
Ever wonder how long you should keep your receipts, statements, and other accumulated documents? Here are some recommended holding periods for a variety of documents you likely have in your cabinet or drawer.
Resolutions or Goals? Here are 7 Ideas to Jumpstart Your Year.
By the time you read this article, 75% of people will have already given up their New Year’s resolutions. Why? Because resolutions tend to be vague. Learn why setting goals is more effective, and how these 7 ideas can jumpstart your year.
How Will a Grandparent’s 529 Plan Impact Financial Aid on the FAFSA?
When setting up a 529 plan, is it best to make the intended recipient the owner, a parent, or a grandparent? Read the answer here.
How to Use Your 529 Plan to Pay for Studying Abroad
Studying abroad is becoming a more popular option for students looking to expand their horizons. Here are some tips for using your 529 Plan to pay for an overseas education.
Are Health Savings Accounts Right for You?
Health Savings Accounts are evolving and becoming more popular every year. Learn if you are eligible, what the benefits and drawbacks are, and how best to leverage it.
9 Common Mistakes to Avoid in Retirement
Retirement is supposed to be enjoyable. But every day people make mistakes that derail their plans to live comfortably in retirement. Read about the most common pitfalls you can avoid.
How the Auto and Liability Insurances You Select Can Impact Your Financial Plan
Auto insurance and liability coverage are not as boilerplate as you might think. Both come with a variety of options that you need to be aware of. Not having the right coverage can impact your financial independence should an accident occur.
Property and Casualty Insurance: An often-overlooked part of one’s financial plan
P&C Insurance is a very important aspect of a comprehensive financial plan, and often overlooked. Not having it - or enough of it - can impact your financial future should an accident occur. Learn what you should look for inside your Homeowners Insurance.
Unusual Medical Tax Deductions You May Not Know About
Tax laws have changed, and in some cases popular deductions have been reduced and even eliminated. However, there are some unusual medical deductions you might not have considered.
7 Resolutions for Financial Success
It's that time of year again, when we reflect on what is important to us, revisit values, and make resolutions. Consider what you can do to organize your financial life and achieve your long-term goals. Here are 7 realistic resolutions to get you started.
15 Money Moves to Make in 2019
Financial uncertainty is in the air, so here's how to spend less, save more and invest smarter.
The Grass is Not Always Greener on the Other Side
Everybody wants to be in on the ground floor of the next big investment idea. This year, we're getting a lot of questions about the Marijuana industry. With medical usage now legal in most states, and well-established companies looking to enter the industry, is this a slam-dunk investment opportunity? Let's discuss.
