Sep 30, 2024 | Financial Planning, Holistic Financial Planning, Investments, Resources, Retirement, Retirement Planning
Wealth and planning management are essential components of the financial industry, enabling individuals and organizations to optimize their financial resources as they strive to achieve their long-term goals. Wealth management involves the professional management of...
Jul 22, 2024 | Career Transition, Financial Planning, Holistic Financial Planning, Resources
A career transition can be a challenging time for one’s finances, making it important to manage them effectively. Here are key pieces of advice to help you handle financial matters during a career transition. Budgeting: Creating a budget is crucial to ensure that you...
Jun 18, 2024 | Education, Financial Planning, Holistic Financial Planning, Investments, Resources
Financial planning plays a crucial role in the lives of young families, providing them with a solid foundation for a secure and prosperous future. By implementing effective financial strategies, young families can navigate through various stages of life with...
Jul 14, 2023 | Financial Planning, Holistic Financial Planning, Resources
Please review, and if desired, download and share the attached summary. The attached information has been furnished by a third-party and is being provided to you for your general information. John Hancock is not an affiliate of Equitable Advisors, LLC (Equitable...
Jan 29, 2023 | Financial Planning, Holistic Financial Planning, Investments, Resources
Every time something new happens in the world — whether it’s economic, political, or even health-related these days — it seems like the market reacts. Large swings, especially, may cause you to react emotionally, making changes to your portfolio that may not be in...
Jan 16, 2023 | Financial Planning, Holistic Financial Planning, Investments, Resources
“How can I provide for my loved ones when I’m gone?” What would your family do without you? It’s hard to contemplate, especially if you’re still young. However, if you’re a primary earner in your household, preparing now can help ensure that your partner, children and...
Dec 27, 2022 | Education, Financial Planning, Holistic Financial Planning, Resources
“How can I make sure my kids can afford to go to college?” A college degree has never been more important. Today, many jobs that pay a living wage require at least a bachelor’s degree. If you’ve got children or are planning a family, you may wonder how you can...
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...
Aug 27, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
While many people would like to stay in their homes as they age, it’s not always possible or practical. For example, your current home may be on two or more floors, which could be difficult for someone with mobility issues. It may be too large to maintain or be too...
Aug 27, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
“Should I start investing now or wait till stock prices go down?” [or] “What is the cost of waiting to invest?” It’s often a good idea to consider investing as soon as you can. While the stock market goes up and down from day to day, your financial professional can...
Aug 27, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
“Should I fix up my current home or buy a new one?” What you need in a house can change as your family grows or as your own personal tastes and needs evolve. You need more space for bedrooms for your children. Or you’ve been working remotely more and want to create a...
