Financial Planning Archives

Help Boost Your Income with These 3 Strategies

Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, […]

What to Expect When Working with a Financial Advisor

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good […]

Inflation Affects Your Finances, Even In Small Amounts

There’s been a lot of news about inflation lately. As of July, the inflation rate was around 3.2%.^[1] This means that the cost of goods and services, […]

2 Ways to Take Care of Debt in Retirement

The unfortunate reality is that many Americans are now headed into retirement with some amount of debt.^[1] In 2016, almost 61% of Americans were moving into […]

How to Achieve Financial Freedom

The difficult thing about “financial freedom” as a concept is that many people define it in a vague way. Most people think of it as not having to worry about […]

Inflation May Finally Be Slowing Down!

Inflation has been a hot-button issue in finance and politics lately. You may have noticed changes in inflation yourself if you went to buy something and it was much […]

Using Your House to Fund Your Retirement

It is possible for a person to end up in a situation where they have a lot of money in a home but don’t have a lot of […]

Creating and Maintaining Generational Wealth in Retirement

In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational […]

Banking Sector Issues and Your Finances

In recent months there have been 3 major bank shake-ups: Silicon Valley Bank (SVB), Signature Bank, and First Republic Bank.^[1] This has generally led to fears that there is […]