Financial Planning

5 Retirement Mistakes to Avoid Around the Holidays

The holiday season is a time of joy, celebration, and giving. However, amidst the excitement, it's essential to make sound financial decisions to prevent regret in the New Year. Here are some common financial mistakes that people often make during the holiday season and why you should avoid them. Excessive Spending The season is characterized [...]

2023-12-27T02:52:36+00:00December 27th, 2023|blog, Financial Planning|

Don’t Leave Your Retirement Stability Up to Chance

One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Here are some valuable insights from our professionals for those on the verge of retirement: Stick to a Well-Constructed Plan Having a well-defined blueprint for your retirement plan, which considers your budget and expected [...]

2023-12-18T16:05:50+00:00December 18th, 2023|blog, Financial Planning, Retirement Planning|

3 Ways to Reward Yourself for Working on Your Financial Strategy

Financial planning is a crucial aspect of leading a balanced and comfortable life. It can also help you reach your retirement savings goals and get a better idea of what your retirement expenses might look like. Financial planning involves setting financial goals, budgeting, and making informed decisions about investments to meet those goals. When you've [...]

2023-12-08T15:59:02+00:00December 8th, 2023|blog, Financial Planning|

Help Boost Your Income with These 3 Strategies

Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Here are some things that our advisors recommend when it comes to [...]

What to Expect When Working with a Financial Advisor

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity. That’s why it’s important to know what to [...]

2023-11-27T13:17:56+00:00November 27th, 2023|blog, Financial Planning|

Make Your Money Work for Your Happiness, Not the Other Way Around

While some people idealize retirement as a time of leisure, many people often view retirement as a time of financial constraint and worry. For these reasons, you might think that your money and savings will dictate your happiness. But what if we changed the narrative? What if retirement was a time when your money worked [...]

2023-10-06T16:55:32+00:00October 6th, 2023|blog, Financial Planning, Psychology|

Inflation Affects Your Finances, Even In Small Amounts

There’s been a lot of news about inflation lately. As of July, the inflation rate was around 3.2%.[1] This means that the cost of goods and services, including but not limited to items such as groceries, housing, and gas, has gone up by 3.2% since this time last year.[2] You might think 3.2% is a [...]

2023-09-25T06:18:25+00:00September 25th, 2023|blog, Economy, Financial Planning|

2 Ways to Take Care of Debt in Retirement

The unfortunate reality is that many Americans are now headed into retirement with some amount of debt.[1] In 2016, almost 61% of Americans were moving into the retirement stage of their life with unpaid debt.[1] And while you may think that your expenses will decrease once you retire, that isn’t always the case.[1] Sometimes, your [...]

2023-09-18T13:37:38+00:00September 18th, 2023|blog, Financial Planning, Retirement Planning|

Inflation May Finally Be Slowing Down!

Inflation has been a hot-button issue in finance and politics lately. You may have noticed changes in inflation yourself if you went to buy something and it was much more expensive than you expected. Eggs are a great example of this.[1] In 2022 the price of eggs went up by 59.9% due to an outbreak [...]

2023-07-24T14:51:15+00:00July 24th, 2023|blog, Economy, Financial Planning|

Using Your House to Fund Your Retirement

It is possible for a person to end up in a situation where they have a lot of money in a home but don’t have a lot of money in the bank. If you have been paying off your mortgage for years, your equity in the home could amount to a lot of money. But [...]

2023-07-10T14:10:27+00:00July 10th, 2023|blog, Financial Planning, Real Estate, Retirement Planning|
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