For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.
It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.
What can we learn about money by exploring some quotes from the great Mark Twain?
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?
Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees…
The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis?
Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.
If you’ve ever done a crossword puzzle, you know how much a wrong answer can mess you up. You might think that you have the right answer for 17-across, but you just can’t figure out how the answer to 13-down starts with the letters “XC.” Well, the problem is that you have the wrong answer in 17-across, and that X should really be an S.