Since childhood, many of us have set financial goals. Perhaps it was saving for our first bike or an ice cream treat, or simply enjoying our first taste of wealth as it accumulated in the piggy bank. Whether these actions were influenced by our parents attempting to teach responsibility or it turned out to be an innate personality trait, the process of establishing a goal and seeing the fruits of that accomplishment is as important as ever.Read More
At one time or another, we all have likely heard someone longing for the “good old days.” It is quite common to look back nostalgically at simpler times when we had less stress and fewer responsibilities.
While there are certainly advantages to growing up and getting older, we can glean some financial wisdom from the things we learned as kindergarteners.Read More
Financial planning revolves around what is in our control. For example, we can’t control stock market returns, tax rates, or unexpected events, but we can plan to mitigate these risks through diversification, tax planning, and insurance. Of all the areas in financial planning, we probably have the highest degree of control over our income, expenses, and savings, making it extremely important to create a workable budget. Let’s review the five keys to creating a budget you can stick to.Read More
Does your financial planner advise you on the tax impact of your financial decisions as well as help you with tax saving strategies? If not, you should consider finding one who does. Here’s why your tax advisor should be your financial advisor.Read More