Financial Planning

Since World War II, obesity rates in the United States have skyrocketed, our net national savings rate has plummeted and American adults and kids alike have allocated a rapidly rising proportion of their free time to staring at electrons dancing on screens.

In addition to the flowers, the chocolate, and the good champagne, remember these lasting financial planning ways to say I Love You every day to your dearest Valentine:

Follow the Golden Rule

Be as honest and accountable to your mate as you would like them to be with you about spending decisions and preferences.

We understand that tax reform may be a lot to take in. Not to worry, we’ve gathered these key
topics to help keep you informed so you can have peace of mind.

Standard deduction

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.

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?

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

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. 

April is Financial Literacy Month and a great time to focus on financial education. A lack of financial preparedness has huge societal costs, and in the coming years as Americans age, these costs will likely increase. There are daunting challenges facing not only the poor but also the working middle class.