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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.

Categories: Money Matters, Planning

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.

Categories: Money Matters, Planning, Taxes

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.

Categories: Planning

Caring for an aging parent is a complicated and delicate business. But the fact is, many of us will one day find ourselves in this position. According to MetLife’s estimation, in 2011 almost 10 million adult children over age 50 cared for an aging parent. * Below you’ll find a few important discussion points to keep in mind when you have this essential conversation with your parents.

Categories: Homeownership, Planning

​Buying a home is likely the largest purchasing decision you’ll ever make. When getting started, it’s important to determine your needs versus your wants. This includes everything from the location of the house all the way down to the bathroom layout. You may not be able to have everything you want, but creating a list will help you prioritize what is most important to you in a home.

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