Category Archives: Planning Tips and Goals

Financial New Year’s Resolutions for 2020

The tradition of making New Year’s resolutions originated with the ancient Babylonians about 4,000 years ago. Promises were made to their gods to pay debts and return all borrowed objects. If these promises were kept, they believed their gods would … Continue reading

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Year-End Financial Review: How to Avoid Financial Complacency

It’s that time of the year again, and while you may have had a strong financial year, don’t fall into the financial complacency trap. The U.S. stock market is up with the S&P 500 and Wilshire 5000 recently posting their … Continue reading

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The Season of Charitable Giving

The year is almost over, and it’s time to make a few important decisions before 2020 begins. According to Cerulli Associates, a research firm that specializes in global asset management, a significant wealth transfer is expected to occur over the … Continue reading

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Everything You Need to Know About Medicare

Retirement can spur more life satisfaction, relaxation, freedom, free time and travel opportunities. In retirement, however, health often replaces money as the number one priority. As we age, healthcare becomes more expensive, and it’s important to have the right plan … Continue reading

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Aging Parents: How to Prepare for Their Financial Future

In our adult years, we may encounter two distinctly memorable moments. The first is the moment we realize we sound like our parents when speaking with our children or friends. It’s usually funny because you scratch your head and say … Continue reading

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Top Alternative Funding Sources for College or Vocational School

Time flies, and before you know it, our children grow up to begin their careers as young adults. We don’t know what career they may pursue or if that future career even exists today. However, one of our duties as … Continue reading

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The Financial Stages of Life

Life and money are entwined and it’s important that they are addressed together. Financial planning should be specific to personal financial goals and priorities. Yet there are common areas for most people – three major financial life stages that are … Continue reading

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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

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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

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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

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