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A lot of people have fantasized about suddenly striking it rich. They imagine that a financial windfall – inheriting a fortune from a distant relative, collecting royalties for a best-selling novel, or even winning the lottery – would make all their dreams come true.

Let’s face it, medical expenses can have a major impact on your budget, especially as you get older.

If you’ve heard about a Health Savings Account or maybe your work offers one, then it just may make sense to give it some serious consideration – and, in my opinion, it typically makes a lot of sense.

The Financial Standards Planning Board promotes the day to raise awareness about the importance of investor education and protection. But, you know, Financial Planning (capitalizations intentional!) is more than just a day, right? What if I told you it was a lifelong journey?

Part of determining an appropriate investment strategy is identifying what you want your money to do for you.

Dealing with debt is nerve-racking, but debt when you’re approaching retirement can be downright scary. The conventional wisdom is that you should try to retire debt-free, but fewer and fewer people are actually doing that.

For a rapidly growing share of older Americans, traditional ideas about life in retirement are being upended by a dismal reality: bankruptcy.

Widows are one of the fastest growing demographic groups in the United States, with 11 million women and growing. The death of a spouse is one of the hardest things a person can go through. Along with all the emotional struggles of losing a spouse, many times it also brings major financial changes.

 A post-secondary degree is proving more and more beneficial to earn a foothold in the workforce. There are many ways parents can tackle the daunting task of raising a child and then helping them with higher education costs. Contact a CFP® Professional TODAY for help in creating a financial plan that draws a roadmap for accomplishing all of your financial goals!

A Pay Bump Doesn't Automatically Improve Your Financial Situation.

After years of internships, student jobs, and even seasonal retail work, I thought I had finally “made it” when I started a salaried position after graduating from college.

These are the obstacles we all face in trying to achieve our financial goals: