Financial Planning Archives

Recent Tax Changes Boost 529 Plan Benefits

Recent Tax Changes Boost 529 Plan Benefits Juniper Wealth Management

529 plans, the popular tax-advantaged savings accounts for education expenses, have become even more attractive in recent years thanks to a series of federal tax law changes. These […]

How Spending and Budgets in Retirement Change Over Time

How Spending and Budgets in Retirement Change Over Time Juniper Wealth Managment

Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their spending […]

7 Ways to Celebrate Financial Planning Month

7 Ways to Celebrate Financial Planning Month Juniper Wealth Management

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. Whether you’re a novice or knowledgeable in finance, assessing your […]

10 Actions That Help You Pursue Financial Wellness

10 Actions That Help You Pursue Financial Wellness Juniper Wealth Management

Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines financial wellness, […]

3 Important Concepts to Understand for Your Retirement

3 Important Concepts to Understand for Your Retirement Juniper Wealth Management

Planning for retirement involves more than just setting aside money in a retirement account. It’s a complex process that requires familiarity with various financial concepts and terms. […]

Your Finances Support What Matters in Life

Your Finances Support What Matters in Life Juniper Wealth Management

When you think about your finances or financial topics, you probably think of the stock market, inflation, interest rates, valuation ratios, and other complex concepts. Well, forget all […]

Why You Shouldn’t Postpone Your Retirement Contributions

Why You Shouldn’t Postpone Your Retirement Contributions Juniper Wealth Management

You may be thinking that you’ll save for retirement later. Right now, there are bills to pay and things you want to do with your money, so retirement […]