Blog

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?

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:

Being financially savvy will mean different things to different people. But a common trait that the money-smart share is an affinity for long term financial planning and goals.

Those who are great at it don’t have to make huge sacrifices, but still manage to enjoy a high standard of living while traveling and pursuing a range of hobbies.

With another graduation season upon us, young people are trying to make the transition from college to colleague. There will be big changes and challenges ahead. If you can start off on the right financial footing in your 20's, you will be leaps and bound ahead of others that don't get their finances in order until later in life.