Resources

6 Budget-Friendly Travel Tips

No matter the destination, travel is a sure way to recharge your batteries and enjoy time with family and friends. A great way to treat yourself after working year around is by taking time off to travel the world. Whether you are traveling near or far, it is important to factor travel into your planning,…

Read More

Planning For Your Child’s Tuition: 7 Ways To Pay

Your child’s college tuition is undoubtedly one of the larger expenses they will encounter in your lifetime. According to the Annual Survey of Colleges by the College Board, average college tuition for the 2018-2019 school year is more than $35,000 at private colleges and either $9,700 or $21,600 at public colleges depending on whether you…

Read More

Financial Tips for a Volatile Market

Navigating the impossible-to-predict stock market relies on confidence and a degree of farsightedness. After nearly a decade of steady growth, 2018 saw the market start to correct itself as 10-year lows were reached leaving investors with an undeniable sense of unease. When it comes to investing in the markets, you need to employ a strategy…

Read More

Pension Extinction: A New Way to Plan for Retirement

If you’re unfamiliar with the ins and outs of pensions, chances are it’s because pensions aren’t nearly as common today as they once were. A pension is a type of retirement plan set up through your employer wherein your employer makes monetary contributions to aid in the employee’s eventual retirement. However, what was once a…

Read More

New Year, New Credit Score Goals

The holidays are an undeniably joyous time spent celebrating with family and friends. However, this time of year is often associated with higher than normal spending as we shop for gifts and arrange memorable holiday parties. As we recover from our increased spending patterns, we should be paying extra attention not just to our recovery…

Read More

How to Spend Money During Retirement

Planning our finances is just as much about the near future as it is the distant future. Whether we’re planning for a big purchase, tuition for our children’s education or simply our day-to-day costs, each expense should be considered with regards to our retirement goals. Saving enough money to maintain (or better) our lifestyle in…

Read More

What You Need To Know About Life Insurance

Life insurance has a reputation for being confusing and is often misunderstood. Term life or whole life? Flexible or inflexible premium payments? Insure for a set amount of time or to a certain age? No matter what type of life insurance is inevitably right for you, every policy provides a tax-free death benefit income to…

Read More

How to Wisely Plan Your Estate

One thing that most of us have in common is that we each have an estate – our home, car, bank accounts, insurance policies, possessions, etc. No matter the size of our estates, they still require proper planning. Estate planning helps to ensure that your assets are handled your preferred way in the event of…

Read More

Emergency Planning Tips You Can’t Afford To Ignore

In light of the recent wildfires in California we’re reminded of the importance of being prepared for any and all disasters. It has been incredibly difficult for those affected by the fires, which prompted us to put together the following emergency planning suggestions so you are prepared should you find yourselves in a similar situation.…

Read More

End-of-Year Tax Planning Tips

It’s the most wonderful time of year. Although you may already be against a backdrop of color-changing leaves with a pumpkin spice latte in hand, it is not too late for additional 2018 tax planning. The following tax planning tips might help you prepare to keep your tax costs low as we close out the…

Read More