Category Archives: Financial Planning

Key Documents You Should Track and Store Safely

Do you have your legal and financial documents stored (maybe stashed) in various places around your home? Some in a desk drawer? Others in your closet? Some in a safe? Even more in a file cabinet in the basement? It’s time to get a handle on all your documents and store them safely, noting the location. You can use this list as a starting point, and also as a reminder to follow through on moving any of these documents or tasks from your “to do” list to your “it’s done” list!

Senior couple using digital tablet at home

3 Ways Life Insurance Can Benefit a Charity You Love

Would you like to make a charitable gift to help organizations or people in need; to support a specific cause; for recognition such as a naming opportunity at a school or university? Perhaps you would do it just for the tax incentives. There are any number of reasons, and life insurance can be one of the most efficient tools to achieve these purposes. So the question becomes, how does this work?

Newlyweds with guest on their garden party

6 Money Mistakes 20-Somethings Make—and What to Do About Them

The thing to remember is that time is on your side. This means you’re young enough to recover from even the most spectacular financial failures. On the flip side, making good, informed choices now can have a huge impact on your lifestyle in the decades ahead. The thing to remember is that time is on your side. This means you’re young enough to recover from even the most spectacular financial failures. On the flip side, making good, informed choices now can have a huge impact on your lifestyle in the decades ahead. Be smart and avoid these six common missteps.

Young beautiful couple having fun in the snow-covered park

8 Financial Must-Dos for Newlyweds

My wife and I went tandem bungee jumping together on our honeymoon. There’s something about an adrenaline rush like that that gets you thinking about the bigger picture. And as a newlywed financial planner, it prompted me to think about the planning we had in place and have a conversation about what our future goals looked like.

First, just talking about it is the biggest step. Open communication between you and your new spouse about your joint financial goals is one of the most important things you can do so you can avoid financial surprises down the road. Once you know where you stand and where you want to go you can take the proper steps to get there. Here is what we learned.

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