Financial Planning

With the start of a new year, many of us will devote time to reflect on accomplishments during the preceding year and identify goals that we would like to achieve in the new year. In addition to identifying personal goals, this time also presents an … [Read more...] about Financial Planning Resolutions for 2021

When seeking assistance in creating a financial or retirement plan, it is essential to understand the differences between goal-based financial planning and planning that relies on detailed cash-flow projections. The type of financial planning … [Read more...] about The Type of Financial Planning Can Make a Big Difference

Early retirement is a common financial goal that requires careful consideration of covering healthcare expenses before age 65 when Medicare eligibility typically begins. The cost of a severe illness or accident can devastate a retirement nest egg … [Read more...] about Early Retirement and Healthcare

You may have recently received an inheritance or annual bonus at work and now have a little extra money in the bank, and are wondering what to do with it. Consider having cash an excellent “problem” to have, and be aware of the possible options for … [Read more...] about Managing Your Cash

In addition to coping with the grief of losing a loved one, family members are often responsible for the various financial and administrative tasks that must be done on behalf of the deceased. Death of a loved one can be overwhelming and may result … [Read more...] about What to Do Upon Death of a Family Member