Financial Topics
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Budgeting for a Post-Grad Move to a New City
My first words of advice for post-grads include financial planning. The first step will be to plan for your move by budgeting and researching your new city’s cost of living, especially rental costs. When you rent an apartment, the landlord may expect three months of rent upfront: the first month, the final month and a month’s rent to be held as a security deposit. Some landlords may also require renter’s insurance.
Tax Planning Strategies to Lower Your 2023 Tax Bill
Some financial challenges are out of your control. But you do have more control than you may realize when it comes to one personal financial pain point: your taxes. Here are 5 ways you can lower your 2023 tax bill. Explore the tax planning opportunities that may be available to you with the assistance of a CERTIFIED FINANCIAL PLANNER™ professional.
International Women's Day: Financial Planning for Women Nearing Retirement
This International Women’s Day we honor women around the world and recommit ourselves to overcoming the challenges women face. One challenge that women may face is planning their retirement – women tend to live longer than men but have less invested for retirement. There is a lot to consider when it comes to retirement planning. For me, it is hard to imagine slowing down. What does grab my attention is the amount of money I will need to have at the time I do want to slow down and retire.
securing your financial future
Life Stages
Talking with a CFP® professional can help you find a path to achieving your financial goals, no matter where you are in life. A financial planning professional is trained to work with you on everything from providing financial advice to creating a holistic financial plan that is designed to support your goals as they evolve over the years.
CFP® professionals meet rigorous financial planning education, experience and ethical standards, and they have made a commitment to CFP Board to act in your best interests, at all times when providing you financial advice or financial planning services, to help you reach your financial goals for a more secure tomorrow.
Starting Out
It’s never too early to get on the path to reach your financial goals. A CFP® professional can equip you with the tools to start out on the right foot.
Settling Down
Don’t tackle life’s big decisions alone. Start building a relationship with a CFP® professional who can help you create a roadmap to achieve your financial goals.
Entering Midlife
Is long-term planning on your mind? Seek advice from a CFP® professional to help you prioritize your financial planning to-do list.
Near Retirement
You’ve maxed out your 401(k) and paid off your mortgage, so you’re ready to retire... right? Consult a CFP® professional to see if you’re on track to make the most of your golden years.
Enjoying Retirement
It’s time to enjoy the fruits of your labor. This means more free time with friends, family and hobbies. But don’t cancel plans to meet with your CFP® professional. Keep checking in to tie up loose ends and see if your financial plan is running smoothly.