3 Life Changes That Call for Review
Financial planning is an ongoing process meant to build and protect your wealth as you go through life. Along the way, certain milestones can have an impact on your financial goals. When these crop up, it’s important to consider making adjustments to your strategy sooner rather than later. While it’s by no means a conclusive…
Student Loan Debt – Good, Bad, and Ugly
Significant student loan debt is certainly a growing trend. If you’re the parent of a child . . . you already know! Either you’re looking at the impending costs with concern, looking at the checking account and contemplating if you should take that elaborate vacation instead, or you’re counting what the costs were and hoping…
Where to Retire
If you’re like most of our clients, you’ve thought long and hard about the financial aspects of your retirement. You’ve likely worked hard and saved diligently. But, retirement for each person is different. Perhaps you plan on a working retirement with a new job and less stress, focused on what you love. Or, perhaps you…
What Would You Do with $1 Million?
This is a scenario everyone has played out in their head hundreds of times. What would I do if I suddenly came into $1 million? Most of us already have a plan, to either get out of debt, or to buy a new car or a new house. But, assuming those things were already taken care of,…
Orderly Savings
Depending upon your circumstances and everyone’s is different, the order that you prioritize for investing may vary. However, in general most people should prioritize investing for the short-term and then the long-term. Short-term investing, which I prefer to call savings, is most commonly for an emergency fund. An emergency fund is basically a small accumulation…
Understanding Investment Risk
When it comes to investment risk, two facts are true for everyone! Everyone takes investment risk, but risk doesn’t necessarily mean additional return. You might be saying to yourself either, “I don’t take investment risk,” or “I like risk, it means more return.” Well, I’m sorry to say it, but if you are either person,…
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