May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The...
Financial Planning
Stay on top of all the latest trends in personal finance and how they affect your financial plan.
Planning for Irregular Income: Managing Financial Health When Your Income Is Variable
Managing your income and expenses is always important, but it can be a bit harder when your income isn’t the same every month. It may be feast-or-famine, or there may just be enough fluctuation to make it more difficult to make financial plans. If you’re not on a set...
Sign up for email updates
Why is wealth management important?
Wealth advisors can help create a plan that not only focuses on present day items such as investment management, tax planning, business planning, and risk management, but also future considerations such as estate planning, charitable planning, and retirement planning.
Taking a Financial Inventory
Taking a Financial Inventory Taking a financial inventory can be done by anyone, at any time. It’s a good first step to getting your financial house in order, whatever life stage you’re in. To start, list your monthly household income and expenses. You should know how...
How to Assign a Savings Goal and Timeline
So, you have a goal in mind, but now what? Well, there are two important things want to define: how much you’ll need to save and by when. First, you should figure out exactly how much your goal will cost. Do as much research as possible and make sure to think about...
Economy and Markets in the COVID-19 Crisis with Professor Jeremy Siegel
You'll hear from Professor Jeremy Siegel, wisdom senior investment strategy advisor and the Russell e Palmer professor of Finance at the Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively at the economy and...
A Plan for Teachers: Get Your Finances Under Control
Once upon a time, educators across the spectrum, from kindergarten to university, retired with nice healthy pensions that afforded them a nice living similar to the one they had while working. Sadly, that fairytale has come to a halting end these days. Although most...
What is the difference between a financial planner and a financial advisor?
Financial planners focus more on creating plans to address short and long-term goals. These plans can be comprehensive and include areas such as retirement planning, investment management, tax planning, and risk management. Financial advisors may include these...
Stay on Top of Your Financial Life
We all want to achieve our financial goals, but sometimes, we're not sure how to reach them. We are here to help put you on the path to financial success so you can get where you want to be.
Inflation: What does it mean for your pocketbook?
Inflation – what everyone has been talking about for the past few months. We feel it everywhere in our daily lives, but for investors the big question is how will it impact your overall financial picture? And more to the point, as the Fed pulls levers to rein-in...
What is the difference between a wealth manager and a financial advisor?
While their services may overlap in some areas, wealth advisors typically work with high-net-worth clientele and offer more in-depth and comprehensive services. Wealth advisors are better equipped to handle clients with upwards of $10 million.
Are You Ready for an Unexpected Expense
Good afternoon everybody and just want to welcome you all to this spring semester Financial Wellness course brought to you by Finpath really want to think everybody for going through the process of entering the questions on our poll Thank You Darrell for putting that...