Financial Tips For Everyone

The Financial Planning Blog

Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.

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Retirement Planning  |  Wealth Management

The 3 Best Strategies to Create Wealth for Your Retirement

As wealth advisors, people often ask us for perspective on whether or not their money will last in retirement. Questions such as, “When can I retire? How successful will I be planning my retirement?” These questions relate to  more than investing strategies. They’re strongly tied to your life strategies. If you want to live a rich life and plan for a happier, healthier retirement, you should consider everything that will impact your wellbeing.

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Retirement Planning  |  financial planning

How To Know If You’ll Have Enough Money to Retire

When it comes to our retirement, we often have many important questions. And while all of them are valid, no two questions are as crucial as: “Will I have enough money to retire when I want to?” “Will I have enough money to last me through retirement?”

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Family Inventory Workbook

Family Inventory Workbook

Use this free workbook to gather a comprehensive list of all information pertaining to your family’s current financial picture!

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Retirement Planning  |  financial planning

The Financial Advisor Meeting Checklist Everyone Needs

Some of us like tracking our investments on a fairly regular basis. Others prefer not to think about their savings, and only want their financial advisor to reach out if there’s something they need to know about. Regardless of your mindset, you should (and likely do) meet with your advisor on an annual basis. But you shouldn’t come to this meeting blind. It’s always best to be prepared to review your financials with your financial advisor.

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Charitable Giving

What to Consider When Making Charitable Contributions

Choosing to give to charitable causes is an admirable act. Many important initiatives are solely dependent on charitable contributions. And while the greatest benefit of making such contributions is the impact it can make on an issue or cause you care about, it can also have financial benefits.

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Retirement Planning

Working in Retirement: Why Working Past 65 is a Good Idea

65 is a funny age. We’ve collectively agreed that 65 is the age we should retire, but few of us feel ready to stop working on our 65th birthday. We have plenty left to give. It’s why nearly 50% of retirees report that they’ve worked or plan to work in their retirement. As you question younger generations, the statistics become even more pronounced. 72% of pre-retirees – age 50 and above – want to continue working after they “retire.”

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Retirement Planning  |  investing

Is Your Portfolio Performance As Good As It Seems?

When you check your investment accounts and see positive growth, it’s easy to assume your assets are reaping good returns. The untrained eye may not understand the true measures of portfolio performance, and nominal returns are far from an accurate indicator. Professionals assess portfolio performance using a collection of measures, including interest rates, yields, gains and much more.

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