Many people think they can’t afford a financial planner, and that’s a shame because it’s simply not true. This belief is based on the misconception that all advisors won’t work with you unless you already have millions in the bank. While that’s certainly true of some advisors, plenty of financial planning firms don’t operate this…
Recent Articles
How to Be Better With Money: 5 Easy Steps to Build Smarter Financial Habits
Think you’re just “bad with money”? Think again.These 5 practical steps can help anyone gain control, improve their financial habits, and build a better future. Do you avoid looking at your finances because you feel like you’re just “not good with money”? You’re not alone—but that mindset can hold you back from building the life…
How Much Money Is Enough To Retire?
If you ask ten different people how much money is enough to retire, you can expect ten different answers. That’s not necessarily a bad thing, as the idea of what makes a comfortable or good retirement varies based on personal goals and preferences. The truth is, there’s no magic number that will serve as a…
Do You Need to Pay Taxes on Your Social Security Benefits?
Tax season always brings about a bit of panic, as those who are getting Social Security benefits may be filing their first return since they started receiving payments. These payments, while a welcome addition to their financial support system, can feel uncertain (or even a bit burdensome) as the issue of tax liability comes to…
How to Secure Your Dream Retirement Even If You’re Behind on Savings
5 Strategies to Boost Your Retirement Savings: A Guide for Pre-Retirees Approaching retirement should be exciting, but what if you don’t have enough saved? Don’t panic – you have options to boost your retirement savings. Here are five strategies to help you catch up on savings and secure the retirement you want: 1. Adjust…
7 Practical Tips for Teaching Your Kids to Be Thrifty and Financially Responsible
Help Your Kids Build Smart Money Habits with These Easy-to-Follow Strategies As parents, we know that children often pick up habits from those around them. You work hard to set a good example, but did you know that this is especially important when it comes to teaching your child about finances? If you want your…
Why Do Bond Prices Fall When Interest Rates Rise?
You may think you’re a savvy investor. But have you ever put your knowledge to an actual test? There’s an ongoing national financial literacy study run by FINRA that you can take and review results at any time. The study has found that most Americans cannot correctly answer the following question: “If interest rates rise,…
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