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Financial Planning

Stay on top of all the latest trends in personal finance and how they affect your financial plan.

Retirement Plan Considerations at Different Stages of Life

Retirement Plan Considerations at Different Stages of Life

Retirement Plan Considerations at Different Stages of Life Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family,...

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You Need a Financial Advisor, and Here’s Why

You Need a Financial Advisor, and Here’s Why

You Need a Financial Advisor, and Here's Why  With contributions from Mark Essenfeld, CFP®, AIF® Many people struggle with decisions in life that have financial implications; and the struggle is typically based upon the life implications of the decision rather than...

To Buy or Rent a Home – that is the question:

To Buy or Rent a Home – that is the question:

To Buy or Rent a Home - that is the question: With contributions from Mark Essenfeld, CFP®, AIF® From a purely financial perspective, there is an old adage for maximizing wealth accumulation that one should buy those things that are likely to appreciate in value and...

How to seek the best tax benefits with your retirement plan

How to seek the best tax benefits with your retirement plan

How to seek the best tax benefits with your retirement plan  Lower your taxes now Contributions to a standard retirement savings plan, like a 401(k), 457(b), or 403(b), are withdrawn from your pay before income taxes are applied. Each year, these "pretax...

A Date with Destiny – Financial Planning at every age!

A Date with Destiny – Financial Planning at every age!

A Date with Destiny - Financial Planning at every age! With contributions from Mark Essenfeld, CFP®, AIF® Many are of the opinion that financial planning is only necessary after there is significant income and savings to manage; but the truth is that every age has...

3 Areas Where Employee Financial Wellness Can Affect Your Organization

3 Areas Where Employee Financial Wellness Can Affect Your Organization

3 Areas Where Employee Financial Wellness Can Affect Your Organization Perhaps not surprisingly, the latest PwC Employee Financial Wellness Survey found that 40% of full-time employees said their top financial pressure is that everything costs more these days. Only...

Bridging the Retirement Income Gap

Bridging the Retirement Income Gap

Bridging the Retirement Income Gap When estimating the amount of income needed in retirement, you may start by considering the type of lifestyle you want to live and the age at which you’d like to retire. But as retirement age nears, it may become apparent that prior...

Investing Do’s and Don’ts

Investing Do’s and Don’ts

Investing Do's and Don'tsWith contributions from Harrison MacDonald If you’ve thought about investing but have no idea how to get started, you’re not alone. Investing isn’t something taught in our high school curriculum so by the time you’re a little older and earning...

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