Financial Planning Issues for New Parents

financial planning for new parents

Having a financial plan in place for your child is essential. It’s important to understand the potential financial planning issues for new parents that could arise. What is it? As you prepare for life as new parents, it’s also time to prepare a new financial plan for your family or make any necessary changes to […]

Understanding Digital Wallets

A digital wallet, with a credit card floating in front of a smartphone. Title: Understanding Digital Wallets

Digital wallets are here to stay. They handle digital funds, credit cards, gift cards and more. Learn how to capitalize on this technology for your daily life. What They Are Digital wallets live on many mobile devices. They allow you to make purchases, store financial information, manage gift cards, and track your payment history. More […]

Get the Most Out of Your Amazon Prime Membership

Smartphone with Prime logo on it. Title: Get the Most Out of Your Amazon Prime Membership

Harness the power of your Amazon Prime Membership with these helpful tips. Find out more about Prime Wardrobe, Amazon Fresh, Amazon Smile and more. More than 200 million people subscribe to Amazon Prime worldwide which means a lot of people think it is worth the cost – $14.99 per month plus taxes or $139 per […]

ABLE Accounts – What to Know

ABLE accounts what to know

The Achieving a Better Life Experience Act of 2014 provides much needed assistance for Americans with disabilities. They’re able to design a financial plan to alleviate potential stress if they’re unable to perform their jobs. Millions of Americans with disabilities depend on a wide variety of public benefits for income, health care, food, and housing. […]

Financial Planning Through the Generations

Different generations of a family smiling and wrapping their arms around each other. Title: Financial Planning Through the Generations

Each generation – Gen Z, Millennials, Gen X and Baby Boomers – are at different moments in their lives that require their own age-specific financial goals and stress points. Learn where your financial focus should be today. While the old sayings of, “save early” and “don’t make emotional decisions” are still sound advice, approaching wealth […]

Handling Market Volatility

Handling-Market-Volatility

Investing in stocks and bonds can seem exciting and challenging, but it’s very important to understand how to handle your investments if the market turns volatile. Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s […]

Disability Insurance in Your Financial Plan

when to begin retirement planning growth

Have you talked with a financial professional about disability insurance coverage? It may benefit to seek out answers to questions you may not have thought to ask yet. this article is a great starting off point for that conversation. Save your money. Stick to a budget. Invest in a 401K. Plan for your children’s education. […]

Saving for Retirement and a Child’s Education at the Same Time

Saving-for-Retirement-and-a-Childs-Education-at-the-Same-Time

Saving for retirement and your children’s education are equally important, so understanding how to put away money for both is critical. You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and […]

When to Begin Retirement Planning

when to begin retirement planning growth

One of the most important questions about retirement is not only which age you’d like to retire, but when you should begin planning for it. These tips can help you with that decision. A basic principle for retirement planning is: It’s never too early to start. That said, there is no reason to be intimidated […]

The Risk of Disability

risk of disability

Protecting your income is an important and often overlooked step in financial planning, and since May is Disability Awareness Month, it’s critical to consider the risk of disability before it’s too late.