One of the most common New Years’ resolutions is to get organized. It’s also one of the most important steps in the financial planning process, because it makes keeping on top of your finances a lot easier. Nowhere is thatREAD MORE
Financial Planning
As Baby Boomers start to approach their “Golden Years,” housing is one of the more challenging issues to plan for. Most senior citizens prefer “Aging in Place” in their own home. However, medical, safety, and economic concerns may make stayingREAD MORE
The 40’s are a crossroads in a person’s life, financially speaking. When you reach your 40’s, you’re halfway between entering the workforce and the traditional retirement age of 65. It is a critical time for retirement savings because, in mostREAD MORE
Wealth management involves the integration of both financial planning and investment management. Once a financial plan has been developed to meet your specific needs, an investment management plan must then be designed with a portfolio to support it. However, it’sREAD MORE
Have you ever looked at an empty toolbox and wondered what should be in there? What are the fundamental tools that a craftsman absolutely must have? For financial planners, two of the most important tools are a person’s balance sheetREAD MORE