Jun 18, 2024 | Financial Planning, Resources, Retirement, Retirement Planning
Introduction: Planning for retirement is a crucial step in securing a financially stable future. However, many individuals make avoidable mistakes that can negatively impact their retirement years. In this article, we will explore several common mistakes people make when it comes to retirement planning and provide actionable advice on how to prevent them. By understanding and avoiding these pitfalls, individuals can enhance their chances of achieving a comfortable retirement lifestyle.
Nov 29, 2022 | Financial Planning, Holistic Financial Planning, Resources
“My family is growing. What do I need to do financially to get ready?” Having children will change your life in so many ways, but the part you may not anticipate is how expensive a growing family can be. A professional can help you get your finances in order as you...
Nov 29, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
“How can I plan for the experiences of a lifetime?” Do you long for a secluded beach? The opportunity to learn a new skill? A chance for multiple generations of family to gather? A night out at an expensive restaurant? Experiences make our lives richer. In...
Nov 1, 2022 | Business Strategies, Holistic Financial Planning, Investments, Resources
“How can I pursue my passion without jeopardizing my financial security?” Even if you love your job, you probably have something else that you’d rather do. Maybe you always wanted to learn to play the piano. Maybe you have an idea for a small business. Maybe you’re...
Nov 1, 2022 | Financial Planning, Holistic Financial Planning, Resources
“How can I make sure I can cover healthcare costs?” Healthcare costs are high and growing, but your financial professional can help you prepare for the unexpected expenses that can come with injury or illness. The Centers for Medicare and Medicaid...
Sep 29, 2022 | Financial Planning, Holistic Financial Planning, Resources
Retiring can be complex, even at the best of times. When couples stagger their retirement dates, there can be further challenges — and benefits. While the traditional assumption has been that couples will finish their working lives together and start enjoying all the...
Sep 29, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
As we begin the caregiving journey, we are mainly concerned about our aging parents’ well-being and safety. This can be a difficult time psychologically for adult children as they watch their parents, once vital and in charge, become frail and in need of help. In the...
Jul 31, 2022 | Financial Planning, Investments, Resources
If your parents’ cognitive health declines and you feel like they need help managing their finances, it may be up to you as an adult child to take over. But taking over your parents’ banking, investing and financial decisions can be a touchy subject, especially if...
