Category Archives: Planning Tips and Goals

Here’s what to consider about financially helping adult children

The mindset we bring to our finances depend on various factors. A single person does not financially plan the same as a person who has children. When one becomes a parent, we often prioritize our children’s future before our own. … Continue reading

Posted in Planning Tips and Goals | Comments Off on Here’s what to consider about financially helping adult children

Traveling through Retirement Years

When planning your retirement, there are many things to take into consideration. Retirement is not the same for everyone and while to some it is about freedom, having choices and independence, to others it may be about security, maintaining health … Continue reading

Posted in Planning Tips and Goals | Comments Off on Traveling through Retirement Years

Mid-Year Financial Check Up – Are You in Good Financial Shape?

What are your childhood summertime memories? Some may recall picnics on the beach and spending hours in the water, others reminisce long car rides on family vacations and many remember summer jobs. As we take a break and enjoy the … Continue reading

Posted in Personal Financial Planning, Planning Tips and Goals | Comments Off on Mid-Year Financial Check Up – Are You in Good Financial Shape?

Tips for Parents and Students to Avoid Student Debt

The rising cost of college followed by poor education decisions can lead parents and students into a financial hole. With increasing tuition rates, even for public universities, investing prior to your childrens’ college expenses is an important factor to make … Continue reading

Posted in College Preparation, Planning Tips and Goals | Comments Off on Tips for Parents and Students to Avoid Student Debt

Interest Rates A-Comin’. The Ins and Outs of Debt.

The level and trend of interest rates impacts each of us differently. Generally, lower rates benefit us by stimulating the economy, equity and real estate investments. Borrowers are also big fans of lower rates. You can reduce your payments and … Continue reading

Posted in Economy and Markets, Planning Tips and Goals | Comments Off on Interest Rates A-Comin’. The Ins and Outs of Debt.

Learn How To Be Financially Prepared for a Natural Disaster

Why do people build or live in areas prone to natural disasters such as flood, hurricanes or wild land fires? This was the topic of conversation for a former Federal Emergency Management Agency (FEMA) Chief, Brock Long, at a recent … Continue reading

Posted in Planning Tips and Goals, Risk Management | Comments Off on Learn How To Be Financially Prepared for a Natural Disaster

Seven Savvy Gift Ideas for College Graduates

Every generation brings something unique, but this graduating class is very different. They are the last of the Millennials and eclipse prior generations in size, education level and diversity. Most live in urban centers, shun time-honored institutions such as political … Continue reading

Posted in Planning Tips and Goals | Comments Off on Seven Savvy Gift Ideas for College Graduates

Spring Clean Your Finances

Every time a season changes, there are thoughts and plans to change things in your life. Clean the house, the yard, or start something new. Perhaps a new start you can consider this season is spring cleaning your finances. Here … Continue reading

Posted in Planning Tips and Goals | Comments Off on Spring Clean Your Finances

Build Your Wealth with Real Estate

Is it buy low and sell high? Or buy high and sell low? Steel industry pioneer Andrew Carnegie said, “Ninety percent of all millionaires became so through owning real estate. More money has been made in real estate than in … Continue reading

Posted in Planning Tips and Goals | Comments Off on Build Your Wealth with Real Estate

If you track your heart health — why not track your financial health? Here are five tips.

Health professionals say we’re going to die of one of two reasons – accident or chronic illness. Our job is to move those markers out as far as possible by making positive lifestyle changes – buckle up, eat right and … Continue reading

Posted in Planning Tips and Goals | Comments Off on If you track your heart health — why not track your financial health? Here are five tips.