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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financial planning

What Are The Main Assets You Need To Share With Your Financial Advisor & Why

When most people think of the net worth and the assets that comprise it, they often consider their money and investments alone. But assets come in many forms – from land and properties to jewelry and collectibles.

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Retirement Planning  |  investing

Should I Consider Roth Contributions in My Company 401(k)?

When people think of Roth retirement plans, they often think of Roth IRAs – or Individual Retirement Accounts. But employers are increasingly offering their employees Roth 401(k) plans, and these plans have grown in popularity over the years. According to Aon Hewitt’s study of 3.5 million 401(k) plan participants, 11% contributed to a Roth 401(k) in 2014. The rate of plan participants choosing to contribute to Roth plans in 2011 was 8.1%.

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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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Legacy Planning  |  financial planning

20 Things To Do After a Loved One Passes Away

Most people aren’t sure what to do after someone dies and the funeral takes place. With so many questions and a myriad of details to take care of, it’s easy to get overwhelmed at such an emotional time. As you review what's in store, try to delegate anything you realistically can to trusted family members and close friends.

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Estate Planning  |  financial planning

How to Develop an Estate Plan

If you’re like many people, you think of estate planning as what to do after someone dies or something you’ll address later in life once you build substantial wealth. But in reality, you need to protect your assets and make your intents known no matter how old you are. 

Even the basic estate planning concepts mentioned in Consumer Reports “How to Create a Bullet-Proof Estate Plan” can help you care for loved ones, leave a legacy, possibly reduce transfer taxes, and avoid inheritance oversights. If you develop your plan now, you and your loved ones won’t have to worry about it during a time of crisis.

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Estate Planning  |  Legacy Planning  |  financial planning

How to Talk With Loved Ones about Managing Their Finances

You know how people say there are only two guarantees in life, and one of them is taxes?  Well, this is about the other. To be clear… death.  Most people feel uneasy with this subject, but confronting your own mortality and talking to family about managing finances won’t bring death sooner. Instead, it eases everyone’s stress if you’re organized before a crisis occurs when emotions run high and you don’t have the capacity to focus on complicated financial matters. Are you prepared for a life-changing event where your loved ones need to access financial accounts, legal documents, or medical information on your behalf?

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Giving Back  |  Giving back

Hammond Iles is Proud to support the Bridge

The Bridge Family Center’s annual Children's Charity Ball was held in January. Hammond Iles is proud to support the Bridge because it helps kids through its youth development programs, support groups and residential programs. Greg Hammond and his wife Karen attended the festive evening featuring a live auction emcee'd by Scot Haney of WFSB.

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