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  |  investing

Can You Predict the Next Market Crash?

Stock markets (and their movements) are often a mystery to the average investor, and that mystery can often create fear. After all, in roughly 30 years, we’ve experienced three major stock market crashes, and they are all surprisingly similar.

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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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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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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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