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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Greg Hammond golfed in the Joe Martin ALS Foundation Golf Tournament in Charlotte, NC

Greg Hammond golfed in the Joe Martin ALS Foundation Golf Tournament in Charlotte, NC to support families touched by Lou Gehrig’s Disease (ALS) in honor of our late client, Bernie Martinelli.

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Greg Hammond, CFP®, CPA enjoyed a surprise after he ran the Hartford Half Marathon

Greg Hammond, CFP®, CPA enjoyed a surprise after he ran the Hartford Half Marathon  with the CT Children’s Medical Center team on Saturday, October 13.

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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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Wealth Management

Trading Costs: The Dark Side of Investing

If you haven’t spent your life studying investing, you may not have a complete picture of all the costs associated with trading. In fact, these numbers are probably much higher than you think, with potential hidden costs of up to 5% of your portfolio every year. Between the explicit and implicit costs involved in every investment, it’s important to gain a complete understanding of these expenses. Ultimately, controlling your costs could make the difference between investment failure and success over the long term.

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Wealth Management

Investing Tips: 4 Steps to Defeat Your Money Demons

Throughout our childhood and early adulthood, we all subconsciously adopt beliefs, stories, attitudes and assumptions about money. These inner thoughts become our reality, and though we may not recognize it, they heavily influence many of our financial decisions throughout life. We often unknowingly make, spend and save money based on these internalized ideas, even when doing so may not serve us well. The good news? In a very specific way, we can recognize and overcome those money beliefs that hinder our ability to achieve financial goals.

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Wealth Management

Investing Peace of Mind: 20 Must-Answer Questions

What is investing peace of mind? It’s the confidence and security of knowing you can live the lifestyle you desire and also retire. If you’ve reached a point in your life where you want to get serious about your retirement, you may have a number of financial worries and concerns. Maybe you don’t feel knowledgeable enough about your options. Perhaps you’re nervous to make any significant investment decisions. It may even seem like you lack any real control over your own money.

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Wealth Management

How Do You Know if Your Investment Portfolio is Working?

It would be great if you could simply check on the status of your investments and know immediately whether they are progressing in line with your long-term financial goals. But the truth is analyzing the overall performance of your portfolio is much more complex. From yields and rate of return to capital gains and losses, tax implications, risk and inflation, there’s an array of significant factors that go into painting your full financial picture. So, what can you do to gain clarity on whether or not your investment portfolio is actually performing?

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