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Have the Money Talk Thumbnail

Have the Money Talk

Important goals such as the life you plan to have when retired, investing in your daughter’s future, your ideal next home or how to distribute your estate require sound strategies. And, for couples, planning requires more than just a strategy. It also takes communication, openness and collaboration. This article explores the challenges couples face when it comes to financial matters and offers a five-step approach for couples needing to have “The Money Talk.”

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3 Pieces of Financial Advice Many Hate to Hear Thumbnail

3 Pieces of Financial Advice Many Hate to Hear

By now, it is likely you have seen an abundance of “Key personal finance must-do’s” all centered around New Year's resolutions. However, I believe it’s prudent to start with why. After all, the “whys” are the reasons I stay motivated to keep my financial house in order. When the “whys” become big and important enough, then the “must-dos” and the planning becomes easy. Consider what your motivations might be and don’t be afraid to ask yourself what your whys might be.

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Cheers to Another Year: Consider These Financial Resets for the New Year Thumbnail

Cheers to Another Year: Consider These Financial Resets for the New Year

The past two years have been difficult to navigate. Whether managing through the pandemic with financial successes or maybe hitting a few snags, I encourage you to use the New Year to refresh or hit reset and get back on track with your retirement planning. Consider the following obstacles and opportunities in your planning to help you secure your future wisely.

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Two Investment Approaches: Which is Better for You? Thumbnail

Two Investment Approaches: Which is Better for You?

What are your favorite financial rules of thumb? Spend less than you make? Save 10% of your earnings? This article focuses on two financial rules of thumb about allocation for you to consider as you rebalance your investment accounts– the more popular “Own Your Age in Bonds” (OYIAB) method and the lesser-known 15/50 Rule. Both methods have their merits, namely that they’re simple and good places to start.

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2022 Financial Planning Opportunities for Small Business Owners Thumbnail

2022 Financial Planning Opportunities for Small Business Owners

What are your plans for 2022? It's estimated that COVID-19 impacted 95% of businesses, and 80% of business owners saw an impact on their personal finances. These impacts have been diverse, and the financial challenges continue. This article uses two surveys to provide a backdrop for the economic rollercoaster ride business owners face and four key planning areas to consider in preparing for the new year.

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Financial Groundwork: 5 Things You Need Before You Start Investing Thumbnail

Financial Groundwork: 5 Things You Need Before You Start Investing

Are you thinking about investing for the first time? Maybe you’re tempted to rebalance your 401(k) or Thrift Savings Plan but uncertain with outcomes of the debt ceiling or tax legislation debates. Recognizing that life tends to dish out surprises, it pays to have a plan. Here are five steps to building solid financial groundwork before you begin investing.

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Investing vs. Speculating: Risk Management Tips for Investors Thumbnail

Investing vs. Speculating: Risk Management Tips for Investors

People seem to have more time and disposable funds on their hands. As a result, a new breed of retail investors has emerged, further fueled by the COVID-19 pandemic and the growth of digital trading platforms including Robinhood. There’s increased attention to the growing role of retail investors with rising trading volume, speculative trading and market functioning. Thus, we find it timely to review risk management tips for novice and experienced investors alike.

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Why Having a Fiduciary Financial Advisor Matters Thumbnail

Why Having a Fiduciary Financial Advisor Matters

As a client, how do you know that your financial advisor has your best interests in mind? Getting the best financial advice is challenging and firms and advisors attempt to differentiate themselves as fiduciaries. This article is about what a fiduciary financial advisor is, the difference between fiduciary and suitability standards and what you should focus on as a client while planning your financial future.

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