Some of the most important decisions we all need to make in our lifetime is deciding who should be part of our financial team. Building a financial team that understands your unique financial situation is key in having a successful financial future.
No matter what stage of life you are in right now, there are smart financial moves you can and should be making to improve your financial situation. Not making these moves doesn’t necessarily mean your financial outlook is bleak but it can make it much more difficult.
Developing your estate plan doesn’t have to be complicated and even though there can be several parts of your plan, a basic plan will start with five key elements. It is important to have an estate plan and to regularly review and update your plan as your personal situation changes. Your estate plan is really the only way for you to be certain that your wishes are followed if something unfortunate happens to you.
Financial goals and plans are always in a constant state of change and yet, there are a few important steps everyone should take during each stage of your life. Don’t wait if you have a major life change, take the time to make these important financial changes when the time is right.
It’s more than your house that can use Spring cleaning. If you are like most people, your finances could probably use a little work as well. Now is a great time to start and most of the items that should be on your financial Spring cleaning list can be completed in less than 30 minutes.
Regardless of your age, there are a few money moves to consider every year if you want to improve your finacial situation. Financially successful people don’t put their finances on autopilot and these simple moves can make all the difference.
Retirement planning isn’t just for those in their 50s and 60s. Regardless of your age from Baby Boomers to Generation Z who are just turning 18, everyone should take steps to make their retirement better.
September is national preparedness month and part of being prepared is having financial plans for any circumstance that might arise. Here with a few tips on how to be financially prepared for many of the difficult financial situations we might encounter.