Evaluating your financial strategy can often be a challenging endeavor—where do you even start? How do you know if you’re making the most of your finances? Visiting with your financial professional is always a great place to start. Prior to that, here are a few questions you can ask yourself to determine if your money is working toward your financial strategy and goals.
Keeping your finances organized is essential to keeping track of your money, spending habits and bill payments and to make sure your papers are for your loved ones should something happen to yo
Financial Wellness refers to the process of learning how to successfully manage and secure the health of your financial life, now and in the future. The start of a new year is a good time to review your current financial situation and make plans to improve your financial wellness. Here are some tips for 2020.
Behavior change is a key component to establishing financial wellness because it creates habits and patterns. But it isn’t easy to make adjustments in your life. To get there you need to have a plan, be realistic and take small steps toward achieving your goals. Here are 4 tips that can help.
Do you have big plans to ring in 2020 with resolutions? Whether you want to lose weight, exercise more or pay down your debt, starting the New Year on the right foot means making a commitment. Here are some tips to stick to your goals.
Paying off your debt and saving for retirement are two, very big priorities in your financial life. Unfortunately, many of us have a difficult time choosing which one is more important. However, if you’ve been wrestling with the choice, the good news is that you don’t have to. It is possible to save for retirement and get rid of debt at the same time with some good money management.
Discussing financial goals with your family can be hard. Whether it’s your spouse, parents or kids, it can sometimes be difficult to find the right approach. To openly communicate about money in a positive and productive way, here are some tips to help break the ice and make financial discussions second nature.
You may be more familiar with buying life insurance for yourself or a family member as death benefit protection, but are you aware of the role it can play in business planning?
Who hasn’t gone off-budget once or twice in their lives? It can happen for a variety of reasons – from unexpected medical expenses to overspending on a vacation, to sudden unemployment, to simple carelessness. A busted budget can truly happen to anyone. But if it does happen to you, it’s important to get it back on track before the impact causes you serious money problems.
Your summer adventures are almost at an end and that means it’s time to get back on track. August is a good month to check up on your financial well-being. Here are five items that should be on your financial to-do list.