Financial Planning Archives

Components of Long-Term Tax Strategy

Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of your […]

Trump Accounts: Building Wealth for the Next Generation

As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education […]

Debt, Credit, and Honoring the Favor

What does debt mean to you?

You might view “debt” as a dirty word, accompanied by the shackle of interest rates and missed payments. But you might view “credit” differently. Credit is […]

The Rise of Consumer Credit and How to Manage Your Own

How often do you use a credit card? Perhaps you even use more than one. In today’s economy, the small rectangle of plastic (or metal) in […]

Celebrating National Credit Awareness Month

March is the start of spring, which means the chilly weather is subsiding, the days are getting longer, and you might even begin planning your summer plans. But March is also National Credit Awareness Month. While cleaning […]

Give the Gift of Financial Planning This Holiday Season

As we gather with family and friends this week, many of us have spent time picking out the perfect gifts to wrap and lovingly place under […]

5 Year-End Financial Moves for the Holidays

As the year winds down and the holiday season approaches, December brings a natural opportunity to pause, reflect, and realign. For retirees, this season is a perfect time […]

Should I Keep My Retirement Account or Use Annuities?

Deciding whether to keep your retirement savings in accounts like IRAs or 401(k)s versus transferring those funds to an annuity is a question many people face […]

What to Do with Your Inheritance

As Thanksgiving approaches, many of us take this time to reflect on what we’re thankful for. Gratitude for family and good health are usually on the list, but some […]