Posts Tagged ‘financial planning’
How to Review Your Finances Midyear
No matter how much fun your summer is shaping up to be, it’s no time to put your finances on pause. Take a look at the past six months to gauge how you can adjust your strategic or tactical actions to ensure you’re making steady progress toward your financial goals. Check In With Your Cash…
Read MoreProtect Your Hard-Earned Assets
True wealth is more than what you earn; what you retain and maintain also matters. Proper insurance coverage helps by protecting your assets from risks that can subtract value or cause costly harm. But do you have ample coverage? High net worth individuals often don’t. Many experience an insurance gap and require attention that’s above…
Read MoreRetirement Savings Mistakes to Avoid
A long-term savings strategy like planning for retirement relies on small steps taken over an extended period of time. Make sure you’re on track by avoiding these common mistakes. Underfunding Retirement Accounts Are you among the 71 percent of Americans who aren’t putting enough away for retirement? The most effective determining factors of a well-funded…
Read MoreLooking into long-term care insurance?
Like estate planning, long-term care insurance is a critical component of a financially secure future, but many people tend to put it off or actively avoid it. Planning ahead helps you avoid burdening your family and loved ones with the mental and financial costs of providing care. Read on for more about adding a long-term…
Read More3 Ways to Prepare Now for Taxes
It may seem early, but the start of a new year is an ideal time to get your ducks in a row when it comes to tax preparation. Use the following tips to get some work done now and avoid the panic of procrastination. Revisit Your Usual Routine The bulk of tax prep comes down…
Read MoreMaking the Most of a Financial Windfall
Whether it’s tied to performance, holiday profits or a tax refund, nothing beats the joy of receiving a bonus. But resist the temptation to blow it all on something that could be short-lived. Instead, consider the following, all of which can have a lasting impact. Pay down debt. If you’re carrying a credit card balance…
Read MoreCreate a Powerful Morning Routine
Looking for long-term success? Some of the most productive people throughout history — from Benjamin Franklin to Steve Jobs — put useful routines into practice the moment they woke. Just as a financial plan must be customized for each person, so should your morning routine. Personalize the details to suit your goals and lifestyle, and…
Read More3 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…
Read MoreWhere 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…
Read MoreInternational vs. Global
Today’s post deals with a simple issue of terminology for investing, which you’ll see when it comes to investing is not so simple. In case you are interested, you can view a comprehensive Financial Vocabulary Booklet we’ve put together, which has many financial terms you might find helpful. Today, we’ll primarily be discussing international verses…
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