Planning matters

Millennials, Prepare for Your Financial Future

Today’s blog post takes a look at a few ways millenials can be taking the right financial steps to setting up a financially secure future.

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What’s the “Magic Number”?

Often people have an idea there is a “magic number” they need to save for retirement to be a reality. While savings goals are great, the ability to retire is much more closely tied to a different number: Monthly Expenses!

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1,000 Pieces

If you had a 1,000 piece picture puzzle with the pieces dumped on a table in a disorganized pile, what is the most important part of that puzzle? Most might say the corner or edge pieces. As a planner, I would say . . .

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There’s More to Thinking Than You Think: Understanding How Biases Impact Investment Decisions

The concept of behavioral finance is a relatively new field of study that combines psychological theory with conventional economics. We may not realize it, but we all have certain biases as investors, and that impacts the financial decisions we each make. Even the most disciplined investor may have difficulty overcoming personal biases – it’s how…

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Inheritance – Part 3: Property

In Part 1 and Part 2 we discussed inheritance for both Qualified and Non-Qualified investment accounts. For Part 3, we’ll take a look at some things to think about when you are leaving or inheriting property, such as homes, cars, land, art or jewelry…

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