It’s very important that you figure out your retirement cash flow before you retire. If you don’t, you could end up spending more than you can afford, and that can take years to recover from.
A financial advisor can offer something online investment programs don’t—a relationship. But how do you pick the right financial planner?
Generation wealth doesn’t just have to mean the next generation. Thinking of your legacy in a 100-year time frame will change your strategic planning dramatically.
Spending 15 minutes at the beginning of the year reviewing your retirement plan contributions can help maximize your net worth.
Talking about money with our peers and loved ones can help us find partners on our financial journey.
Even minor car accidents can turn into a costly headache. A dash cam can help prove liability and provide peace of mind.
No matter what the blogs say, you probably aren’t going to become a millionaire by saving the money you would have spent on a coffee.
Getting married, having children, buying a home—in our 30s, we may want to give to charity but find we have little money or time left over.
When you’re concerned that you don’t have enough to retire, the income stream from an annuity sounds great. But really, annuities are often a poor investment choice.
Healthcare can be a financial burden. Use a health savings account (HSA) to help protect yourself against healthcare costs.
When I help people prepare their estate plans, I emphasize the gift of communication. I’ve been working in legacy planning for years, and I have come to believe that a lack of communication can create an entitlement mentality in the generations that succeed us.
When markets start seesawing, you can help ride out the volatility by letting your reflective brain do the work.
When it comes to investing, we need control. Here’s how to maintain your poise, no matter what the financial reports say.
Our life milestones, such as retirement, are really destinations that we can navigate using financial markers.