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.
How to Plan Ahead for Winter Expenses
While it may be true that “it’s too early for this,” as many of us declare, it’s definitely not too early to budget for your winter expenses. Having a clear budget will help you stay on track financially.
It is important to have a plan in place for potential medical expenses. A CFP® professional can help you evaluate your family’s health care needs and create a comprehensive financial plan that covers your medical expenses today, as well as your potential future costs.
An estate plan is the legal documentation that helps you control who will inherit your money and property as well as who can make medical and financial decisions on your behalf. Here are five tips to help you begin developing an estate plan.
As a small business owner, you wear a lot of hats, and it might be easy to lose site of one critical function of your business: tax planning. Poor tax planning can result in unexpected tax bills and penalties that can impact your business’s cash flow. Here’s what you need to know.
Charitable giving is embedded into American culture. And since Giving Tuesday — yes, Americans even have a dedicated day for giving back — is on the Tuesday after Thanksgiving, it’s a good time to revisit some practical ways to incorporate charitable giving in the budget.
According to the U.S. Department of Agriculture, you may spend up to a half-million dollars over the first 18 years for a baby born in 2022. This wonderful life event requires financial preparation. Learn more about the four main financial considerations when preparing for a baby.
Members of the LGBTQ+ community make the decision to express ourselves and show up as queer, or not, on a daily basis. Making the decision to contact a CERTIFIED FINANCIAL PLANNER™ professional for the first time can feel like a daunting, complex challenge for my community.
There are various financial strategies that can help single parents plan for the future. One key to having a successful single parenting life is to create a financial plan and stick to it. Working with a CERTIFIED FINANCIAL PLANNER™ professional can be a great way to start reaching your financial goals.
If you're thinking about having a child, there are a lot of financial implications to consider. Bring your newborn into the world knowing you feel financially confident with these tips to prepare.
Many people want to make the leap from renter to homeowner for a variety of personal and financial reasons. These tips can help you make the leap.
Make a difference by exploring options beyond the traditional investment products and getting into the fascinating world of social impact investing.