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Financial Planning

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

May Market Commentary – The End of a Fed Cycle?

May Market Commentary – The End of a Fed Cycle?

The End of a Fed Cycle? April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that some additional policy firming may be...

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The Top 12 Credit Card Mistakes People Make

The Top 12 Credit Card Mistakes People Make

The Top 12 Credit Card Mistakes People  It’s all too easy to make financial mistakes when you have your first credit card. If you don’t know how to preserve your financial standing and your credit score, it can be easy to fall into trouble. Millions of people every...

Tips to Help You File Your Taxes Like a Pro

Tips to Help You File Your Taxes Like a Pro

First - Here are Important tax dates to remember Tax season is filled with dates and deadlines, but here are some you should definitely keep in mind: January 2023 marks the beginning of the 2022 tax season.  This is when the IRS will start accepting and processing...

3 Personal Finance Rules to Know

3 Personal Finance Rules to Know

First - Use a simple budgeting method like the 50/30/20 rule.  There are a few variations of this rule, but it's designed to make the budgeting process easy.  Take your after tax monthly income and divide into 3 simple categories: 50% for needs 30% for wants 20% for...

Tips for Retiring in a Volatile Market

Tips for Retiring in a Volatile Market

Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to come. Here are a few tips to help you keep your plan on track and...

Retiring in a Volatile Market: Control What You Can

Retiring in a Volatile Market: Control What You Can

Retiring in a Volatile Market: Control What You Can   With contributions from Mark Essenfeld, CFP®, AIF® Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be...

March Market Commentary – Why Aren’t Rate Hikes Working?

March Market Commentary – Why Aren’t Rate Hikes Working?

February Recap and March Outlook If there's an aphorism for February that you could embroider on a pillow, it would be, "The more things change, the more they remain the same." Markets appear to have finally started taking Federal Reserve Chairman Jerome Powell's...

Tips for Achieving a Comfortable Retirement Savings Plan

Tips for Achieving a Comfortable Retirement Savings Plan

Tips for Achieving a Comfortable Retirement Savings Plan  Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans,...

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