In many relationships, it’s common for one partner to take the lead in managing household financial planning. Usually that partner has a natural interest or a greater understanding or confidence in that area. But while this approach might seem efficient, it can also be risky and limiting. This imbalance can create a knowledge gap that Read more
Financial Planning
What is a Financial Plan and Why Do You Need One?
You may be doing everything right with your finances: contributing to a 401(k), and building savings for a house, a new car, college tuition, or retirement. But have you pulled all those pieces together into a true financial plan? A financial plan provides a roadmap to help you understand your financial picture, achieve your financial Read more
To-Do List: Time for a New Year of Planning
The plastic Santa is off the porch and back in the attic, the lights no longer frame the picture window, and the tree is out of sight (or mulched). The party hats are flattened, and the broken champagne glasses have been swept up. Yes, it’s back to everyday life — a good time to reflect Read more
To-Do List: Time for a New Year of Planning
With the holiday lights and decorations packed neatly (or not) in storage for next season, the party hats and noisemakers swept up with the celebration confetti, and life getting back into its regular rhythm, it’s a good time to reflecting on the past year and important to look at a planning checklist for the next Read more