Now that spring has sprung, it’s time to look back on your progress this year and discuss any outstanding to-do’s with your advisor. Consider consolidating retirement accounts and requesting your credit report to see where you stand. Spring 2018 Market Closures Monday, May 28: Memorial Day Planning To-Do’s Midyear monitoring: Look back on your to-do list progress, follow up
Parting ways with a spouse can be stressful and challenging, and navigating the process requires careful planning to answer questions like: Where will you live? How will this affect your children? How will the divorce impact your financial future? These questions may lead to difficult conversations, but they’re worth having, no matter how overwhelming the
Tax season isn’t the only time you should be mindful of your taxes. Challenge yourself to tone up your tax strategy and keep your taxes in top form year-round. Of course, also be sure to consult your tax professional and financial advisor. 1. Find a Trainer You’ll want a heavyweight tax professional in your corner. Don’t
Estate planning is more than just creating a will. Here is a look at eight different documents you may need to prepare for yourself and your family. Talk to your advisor about navigating this process. 1. Last Will and Testament A legal document used to distribute property to heirs, specify last wishes, name guardians for minors and
Generate seamless life transitions by tailoring your plan to the needs of both you and your spouse. Married life brings with it a divvying up of responsibility. In the past, husbands often oversaw investments and handled retirement and estate planning details. This is changing, however. And, considering women typically outlive their male counterparts, modern couples
Not all birthdays are about a driver’s license, getting to vote or toasting with a glass of wine. Some are important to your comfort in retirement, too. No matter who you are, the years leading up to and during retirement contain a number of key financial planning opportunities worth capitalizing on. You and your
Consider getting organized this winter season by decluttering and updating your financial plan. Check out this plan for all seasons! Still trying to think of a New Year’s resolution? Consider organizing, decluttering and updating your financial plan. To start, going paperless, embracing online file sharing and organizing your tax documents from the beginning can help
Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on something that’s also very good for you in the long run – and even sooner? We’re talking about your financial plan – your fiscal
If you have to make personal budget cuts, trim items large and small. Consider these ideas for ways to reduce spending.
You know all too well that running a business – your business – takes every second you have. It’s always on your mind. But if you’re like so many other entrepreneurs, you may not have taken a step back to see the bigger picture – how your professional and personal financial matters intertwine with each