Achieving financial security doesn’t happen overnight, but it can happen with a detailed plan and some discipline to boot. Get started with these four easy-to-follow steps.
We all come from different backgrounds, have had different life experiences and are probably in different stages of life. We do however have one thing common despite all of our difference. If we are not where we want to be financially, it is usually ourselves that we have to blame.
In today’s do it yourself world it can be easy to feel that financial advice can be found by searching online. Much of that mentality is driven by the belief that financial planners are just for those that are rich. Debunking the myths about who really needs financial advisors and the best way to find the right advisor is an important discussion.
Buying your first home can be exciting and scary. Where do you begin and how do you know what’s right for you? FORUM offers great resources to help you get started.
Whether you established a plan at the beginning of the year or not a midyear review of your finances can be very beneficial for your financial health going forward. There is still plenty of time to develop strategies to resolve any problems that could be looming in the future.
Retirement is something most of us think of as the end of the journey when it really the beginning of our second act. Living well in retirement requires planning, hard work and avoiding activities that can impact how we live in retirement. Avoiding a few common missteps can help keep you on the road to the retirement of your dreams.
For those with kids and living parents, financial pressures could very likely come from both generations sometime in the future, hence the term of being a member of the sandwich generation. Planning now can help lower the possibility of this becoming a stressful financial situation.
Unless you have filed an extension, everyone’s personal tax returns were due April 15th. So this makes now a great time to assess your tax situation so you can make adjustments to improve your tax situation for 2015. We really should never just have tax planning on auto pilot. Financial circumstances are always changing and most often, these changes have an impact in our tax situation.