While layoffs can be an emotional process and can unleash a variety of doubts and fears, they don’t have to spell disaster for your financial well-being. Whether you're climbing the career ladder or eyeing the horizon of retirement, strategic financial planning can serve as your lifeline, ensuring that you stay afloat and even thrive in the face of adversity.
The new year is a great time to evaluate your financial goals and your plan to meet them. Here are 7 tips for starting the new year off on the right foot when it comes to your financial goals!
The new year is a great time to evaluate your financial goals and your plan to meet them. Here are 7 tips for starting the new year off on the right foot when it comes to your financial goals!
As you build your financial plan and make investment and savings decisions, you may be introduced to the idea of compounding interest. For some, compounding interest can feel like magic but essentially, it helps make your money work best for you.
Read on for our introductory guide to compound interest so you can be one who understands it.
While health insurance and Medicare may not seem important to financial planning, we know that they are a very important part of planning for your future self and should be considered. Here’s what you need to know about Medicare.
Giving back is done best when there are clear and strong motivating factors behind your actions. As a family, you’ll likely all have different interests and sources of inspiration when it comes to charity, and facilitating an open and honest discussion will help you all get on the same page as you move forward.
Giving back is done best when there are clear and strong motivating factors behind your actions. As a family, you’ll likely all have different interests and sources of inspiration when it comes to charity, and facilitating an open and honest discussion will help you all get on the same page as you move forward.
This post was written by Bob Keane, CFP® – Financial Advisor in November 2021 and updated in May 2023. Back in 2021, we shared a primer on the debt ceiling in response to the Senate & House agreeing to a temporary increase in the Federal Debt Ceiling of $480...
Giving season is upon us and taxpayers of all kinds will be rushing to make charitable contributions before year’s end. To contextualize the significance of giving during this time of year, close to 1 in 3 donors conduct their giving in December, while more than 1...
Whether you’re caring for aging parents, a disabled family member, or an adult child, you know how challenging, yet rewarding, the work can be. The fact is, supporting an adult dependent can put a significant strain on your finances, especially if you’re relying on...
