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.
Tips for Individuals Planning on Adopting
If you are a parent or parents who are planning to adopt, here are some ideas to help you navigate your decision. Adopting a child offers the promise of a lifetime of possible returns that are immeasurable in financial terms. But the upfront costs of adopting could be substantial.
The Latest
As we emerge from the COVID-19 pandemic, there seems to be a new travel trend. We used to save vacations for summertime, but we now see people traveling more at off-peak season. When planning to travel it is important to set a budget to ensure you don’t overspend.
Meeting with a financial planner for the first time can be fraught with anxiety. The more information provided in the initial meeting, the more meaningful the discussion will be. A good financial planner can process this information and lay out a clear path of how they can assist you.
Is it too early for Gen Z workers to begin to plan for retirement? The simple answer is no. It is never too early to plan for retirement. Your early retirement contributions are some of your most important.
The Latinx community often focuses on taking care of the family as a unit. I recommend that you introduce your financial planner to your family early in the process. By bringing your family into the equation, you will accelerate the relationship you are building with your financial planner.
It is important to start budgeting for the upcoming school year if you want to start building a solid financial footing ahead of graduation. To do that, you’ll want to take time to prepare your finances before the school year begins. Creating a thoughtful budget and basic financial plan is a great place to start.
Congratulations on landing your first full-time job! Now that you’ve joined the workforce, it’s important to understand the benefits provided by your employer and how they can help your financial plan. Your employer may offer many different types of benefits, and we’ll discuss a few of them here.
After 27 months of paused payments and 0% interest, student loan relief is scheduled to end on August 31, 2022. Are you ready to make federal student loan payments again? Find Out When Your First Student Loan Payment Is Due.
You have goals! Setting and monitoring strong financial goals is more important than ever. But where do you start, and how do you make them effective? Search the internet for goals of any kind and you
A CERTIFIED FINANCIAL PLANNER™ can help you start budgeting for your next vacation. Budgeting for vacation is extremely important to ensure that your vacation doesn’t break the bank.
“I don’t have enough money to get a financial planner,” goes the common lament. However, the notion that financial planning is only for the rich is misguided. In fact, the earlier you work with a financial planner, the better.