When the markets fall, it can be intimidating for everyone — including your financial planner. As an individual, watching your account balances fall is stressful and, as a financial planner, we watch that happen to each of our clients. It’s hard to see our clients...
Money and relationships can seem at odds sometimes. Especially when partners have different approaches and attachments to money, everyday discussions can become heated and difficult. If you’ve got some “money troubles” with your partner, know that you’re not alone....
On average, about 37% of Americans make New Year goals to save more money. For those with a long-term financial plan or who are nearing retirement, saving money may be an even more prominent goal. As we enter 2019, many of us are taking a closer look at our budgets...
Retirement is commonly viewed as the end-goal in life. Work hard, save money and someday you’ll be able to sail blissfully into retirement. While it sounds pretty straight-forward, the experience of actually retiring can be much more difficult than what you may...
How will the 2018 tax bill affect you? For most, taxes will go down. How much is based largely on your specific situation. The following are things that you can do to help yourself in light of the 2018 tax bill. 1. Take any deductions that you can in 2017. This would...
