- Determining which investments should be made
- Reducing income tax liability
- Saving in purposeful, tax-advantaged retirement accounts
- Strategically planning for retirement income (which accounts do I tap from first?)
- Saving for children or grandchildren's future education
- Planning for the purchase of real estate
- Creating a spending plan to plan your cash flow
- Planning for life insurance and other types of insurance
- Creating an estate plan involving trusts, wills, and powers of attorney to facilitate legacy planning
Keeping Your Balance: Lowering Volatility and Managing Risk
Determining the right investment plan for you usually comes at the end of your financial planning process. After an extensive review of your current situation, assets, debt, income, and future goals, the final step is to select the correct mix of investments. This is your asset allocation...
Is It Time to Hire a Financial Advisor? How Do You Even Do That?
Is it time to hire a financial advisor? How do you even do that? For most people, there's usually a point where their financial life becomes complicated enough that they realize it's time to hire a professional. This could be at any stage of life; it’s more about the individual situation and how an advisor can help.
Financial Fitness: Mid-Year 2022 Check-In
Summer will officially be here soon, but before kids get out of school and all the vacation planning you did begins to come to fruition, it can be a good idea to take stock of your financial picture and make updates where necessary. Below are a few things you should consider to keep your plan in shape. We've organized them by life stage, from having small kids to being closer to retirement. We've also included charitable giving, as that happens at every stage.