Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an
Intro
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we
Although it is easier to bury your head in the sand and pretend there are no consequences, understanding your personal finances will help you make better money
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you
According to statistics, student loan debt in the U.S. has reached well over $1.5 trillion. As colleges continue to increase tuition, it is likely that even
In recent weeks, you may have heard the word recession. You may even have a vague understanding of what a recession is, but would like a better understanding of
Back To Basics
If you’ve been investing in stocks or bonds for several years, you may feel like you’re beginning to get a hang of this precarious trade. At
First, Are We In A Bull Market Or A Bear Market?
The markets have been changing so rapidly in the past few months, that many investors don't know if we are in