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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investing

Planning for Longevity, Not Just Retirement

Today, people want to learn how to manage their longevity, not just retirement. It’s vital to have  conversations that link money with purpose, rather than just ways of saving, spending, or moving money.

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investing

How to Discover Your True Purpose For Money

“Someday when I achieve this, then I’ll be happy.” “When I obtain that, then I’ll be happy.” Fill in the italicized words with your personal desires, and surely you’ve had these thoughts. We all do. But if that “someday” comes, will you really have “arrived?” Will you feel fulfilled?

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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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Charitable Giving

Save Taxes by "Bunching" Your Charitable Donations

New Tax Reforms Several tax reforms in the December 2017 Tax Cuts and Jobs Act will impact individual tax filers beginning in 2018. Three of the most impactful are: the limitation of property and state income taxes deductions to $10,000 each year the elimination of personal exemptions the almost doubling of the standard deduction, increasing the amount to $12,000 for singles and $24,000 for married couples filing jointly.

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investing

Investing is Simple

Investing is deceptively simple, but it sure isn’t easy. Recently, we finished teaching “Gearing Up for the Next Market Crash. It’s part of this year’s series of our wealth mastery and investor education classes to help people at every stage of life invest smarter. We always aim to give our students nuggets of wisdom gleaned from academic research, instead of the wolves of Wall Street so they know what to do when they encounter the next hot investing tip and media frenzy fed to us all day, every day.

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investing

Why investment returns matter…

It reinforces the message that our firm is doing what we say we’re doing for you...your money is where it’s supposed to be and doing what it is supposed to do. Why Financial Advisors Who Offer GIPS-Compliant Investments Earn More Trust The Global Investment Performance Standards (GIPS) have become a symbol of confidence within the investment and financial advisory industry. In an arena where consumers have become more apprehensive – or darn right cynical – this ethical set of standardized, industry-wide principles helps investors decide which investments they will choose - those from a compliant and therefore transparent source, or those that may not be.

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Retirement Planning  |  Wealth Management  |  investing

Global Economic Armageddon: Should You Get Out of the Market?

We live in an “OMG” world, where people have the tendency to make immediate and rash decisions based on limited information. No more is this true than in the stock market and investing world.   

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