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.
Wedding Costs: Smart Budget Tips for Wedding Guests
Wedding costs can add up fast when invites stack up. Learn how to budget for outfits, travel, and gifts without derailing your financial plan.
The Latest
Life changes can reshape your budget, insurance and legacy plans. Use these five checkpoints to prepare with more confidence and control.
Do a financial check-in for couples to review spending, reset goals, ease money tension, and schedule your next talk.
From my own experiences, I’ve learned that it’s not a good idea to mix money with family, without clearly defined boundaries.
Sharing your personal money stories helps you understand each other’s values, priorities and expectations — how you grew up around money, how you prioritize spending, saving and investing, and what financial equality looks like in your relationship.
Schedule these financial check-ins on a consistent basis to reassess goals, address concerns and adjust plans as needed. Review your budget and your personal balance sheet monthly together so you understand your combined financial situation.
What better time than the start of a new year to craft your financial future. Working with a CFP® professional provides direction in several areas of personal finance, including budgeting, investments, insurance and tax planning.
It’s important to note that when tax-loss harvesting, the replacement investments have a lower basis and, if sold, will recognize the gain deferred from the sale when first harvesting the loss. That said, a good strategy may be to hold these positions in one’s portfolio for as long as possible and consider it a core holding, held long-term.
The beginning of the holiday season is a great time to sit down with a financial advisor to go over your spending and finances. Having someone organize your finances and then make appropriate recommendations will enable you to be smarter and more efficient with your money.
With unpaid leave as many people’s only option, families must scramble for cash to cover their expenses while away from work. While leave is vital at this crucial time of the family's development, in the U.S. unpaid parental leave is too expensive for most families to afford.
Did you know that nearly 80% of Millennials and Gen Zers have turned to social media for financial advice? It's not surprising when you consider that a whopping 69% of those surveyed by Forbes Advisor encounter financial advice on social media at least once a week. For 1 in 4, it's a daily occurrence. In the age of information overload, navigating financial advice on social media can be tricky. With countless influencers and self-proclaimed experts vying for your attention, it's crucial to approach online financial guidance with a discerning eye.