New Year's Financial Resolutions: Get Your Finances in Shape for 2016 It wouldn't be the New Year without resolutions. But whether it's trimming your waistline or firming your financial profile, the key isn't making the list, it's sticking with it.…
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If you have questions regarding your finances, investments, taxes, or retirement, speaking with a financial planner can provide the answers you need. A certified financial planner (CFP) can help you organize your personal finances and establish a retirement plan. They…
Maximizing Your Charitable Contributions Tis the season to give…not only gifts to loved ones but donations to charity. Over the holidays, we heard at least one discussion about whether or not one should give when an organization calls you…
Understanding a few basic numbers can give you a good picture of your financial health and help you plan your future. You may have seen these terms mentioned in personal finance articles and in the news. Learn what these numbers…
Read More These 13 Numbers Are the Keys to Understanding Your Finances
Retirement sounds like fun, doesn't it? It can be. But it also involves a major change in your life, and therefore represents a stressful transition. On the "life events scale" used by psychologists to determine stress levels, retirement is rated…
When changing jobs from one employer to another, here are the options for the money in your old retirement plan. While choosing the best option depends on individual circumstances, knowledge of the four typical options listed below will guide you…
Read More Retirement Money in Old Employer's Plan? Move It to One of These Options
When to file for Social Security benefits is surely an important concern for many of your clients. However, the conversation and decision haven't gotten any easier with recent congressional action that will change two claiming strategies for married couples in…
For those not there yet, retirement is a time of life veiled in excitement but with perhaps a tinge of fear and uncertainty thrown in. Will I make an easy transition from the workplace? How will I spend my time?…
