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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.
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.
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Estate Planning: Thinking Beyond Your Immediate Family to Your Chosen Family, Interests & Pets
Estate planning can feel overwhelming, especially if we’re planning how to care for those beyond our immediate family. We have the family that we are born into, but many of us also have chosen family. We may have causes that are near to our heart, as well. Take the time to financially plan for who and what matters most to you by considering these five helpful tips.
Here's What You Should Know About Loans in a High Interest Rate Environment
Interest rates in the U.S. have steadily risen since early 2022. If you are thinking about taking out a loan or opening a new line of credit, be aware of the impact of high interest rates. When the Fed raises or lowers these rates it influences what banks and other financial institutions charge for the consumer loans and credit products they offer. That in turn can make borrowing more expensive.
For 2023, Skip the Resolutions and Make a Proclamation
When 2022 rolls into 2023, I suggest you pick one financial item you wish to accomplish and make a proclamation rather than a resolution. A financial proclamation is an inclusive resolution that lets the people who are important to you know that you wish to involve them in a better future together.
Financial Considerations When Welcoming a Pet Into Your Family
Making the decision to add a pet to your family is an exciting time. Some pets are relatively inexpensive to bring home and maintain, while others can be costly. Before you take the emotional leap to become a pet owner, take a step back and think about your budget.
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.
Creating a Budget for Your Child’s Medical Expenses
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.
Five Tips for Developing an Estate Plan During National Estate Planning Awareness Week
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.
How to Understand Tax Planning as a Small Business Owner
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.
How to Incorporate Charitable Giving Into Your Budget
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.
Four Financial Considerations When Preparing for a Baby
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.