Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Worried about outliving your income? Here’s how to start planning for your retirement needs.
It’s never too early to start planning for your financial future.
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Pet insurance. Cancer insurance. Discount dental plans. You’ve likely heard about all of the above options, but if you haven’t purchased one, you may not fully understand how they work, what they cover, what they don’t cover, and ultimately, if they’re worth the cost. Here’s a brief explanation. Pet Insurance Pet insurance has become quite popular in recent years, as pet ownership numbers continue to rise. In 2014, less than 1 percent of the 170...
College and retirement require serious savings. Is it possible to save for both?
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding a mortgage that suits your current financial needs can be challenging, but understanding the various types of mortgages available and their requirements can make the process less challenging. Here are the most common types of mortgages, along with any specific requirements for each. Conventional Fixed Rate Mortgage A conventional...
Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a budget that you actually use can help keep spending under control, bolster your savings account, adequately plan for retirement, and keep debt at a manageable level. Creating the budget is actually the easy part. But how do you create a budget that you’ll actually use? One of the keys is your mindset. Stop looking...
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither...
