How to Prepare for Meeting with a Financial Professional

Give your financial planner an idea of what you’d like to achieve, by writing down your financial goals and prioritize them. Some questions you may ask yourself include.

How to Use Mom’s Advice for Financial Planning

With Mother’s Day just around the corner, it’s a good time to talk about how you can put Mom’s advice into action.

How to Spring Clean Your Finances

Spring and cleaning go hand-in-hand. Along with going through your house and getting rid of old clothes and other items you don’t need anymore, it’s also the perfect time to take a look at your finances and get them in order. Take the opportunity to free yourself of money messes and start fresh for the future

Spring Home Sweepstakes Bonus Prize

As a thank you to everyone who subscribed to our email and participated in our…

How Longer Life Expectancy Affects Retirement

Many seniors are finding that their retirement plan needs to change due to longer life expectancy. According to the Centers for Disease Control (CDC), a person who reaches age 65 can expect to live another 19 years, on average. Here are the three biggest impacts a long life can have on retirement.

Have you asked yourself yet if you are ready to retire how you want?

Can You Afford the Retirement You Want?

A common question many people ask themselves about retirement is whether or not they’ll have enough savings to spend their golden years in comfort. Want to know if you can afford life after work?

How to Teach Your Kids Financial Literacy

Unfortunately, one in five 15-year-olds in America lack basic financial knowledge, according to the Program for International Student Assessment. In order to get your child up to speed, here are five suggestions for teaching them about money.

Your golden years may have more in common with this tournament than you think.

What March Madness Can Teach You about Saving for Retirement

Every March, millions of people become obsessed with filling out their brackets for the NCAA Men’s Basketball Tournament. Making those selections are often well researched, thoughtful decisions. In fact, how you approach your tournament choices can help guide the way you handle your retirement savings.

Retirement Planning for Women

Make sure you’re properly prepared for your golden years by equipping yourself with the knowledge to make a sound, financial decisions for the long term. Here are some tips to help you plan for retirement.

How to Set a Budget for Home Improvements

Whether you’re thinking of painting a few rooms or replacing your roof, it’s a good idea to create a budget for your home improvement projects to make sure you don’t overspend. Here are some steps to help you create a budget for any size remodeling job.