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How to Measure the Risk of an Investment
It can be hard to predict the future, and that is especially true when it comes to investments. While some investments may seem like a sure thing, there is always risk involved. It's important to measure and understand the risk of any investment before you put your...
Is the 70% Rule a Myth or Reality
Preparing for retirement can be overwhelming. There are lots of things to think about and plan for, the largest usually being money. The general rule of thumb is that you’ll need at least 70% of your pre-retirement income saved. 70% can seem daunting or achievable to...
How to Talk to Your Parents About Estate Planning
Estate planning is an important topic that all families should discuss. By having a conversation with your parents about estate planning, you can help ensure their wishes are carried out after they pass away. There are a number of different things to consider when...
Incentive Trusts
We all have goals for ourselves, and we all are familiar with laying out plans to accomplish those goals, mental checklists of steps we have taken or need to take in order to get where we want to be. But what about the goals we have for our children or other family...
Start Saving Now
Saving money is difficult. We often have a hard time limiting spending and setting aside funds for later because it feels like there's no immediate reward. The reward comes in the future when you could have more financial freedom. There are lots of reasons to...
Managing Digital Assets
Digital assets are assets too Everything we do, everything we are changed when the internet came along, and retirement planning is no exception. Many of the things we once did only in person or by mail (managing bank accounts, cataloging photos, paying bills, etc.)...
Sharing an Inheritance
When you get married, you want to share everything with your spouse; your hopes and dreams; your ups and downs; your days and your possessions. And your finances are no different - after all, you’re starting a household and maybe a family, it only makes sense to...
Managing Your Risk
Investment is inherently risky. In order to make the best decisions regarding your investments, you have to manage that risk. Risks can be uncomfortable, but ultimately the reward could be well worth it. Taking a strategic risk could be very beneficial and lead to a...
A 3-Step Asset Allocation Plan
Diversifying your investments can reduce risk and bring about a more diverse investment portfolio that may better serve you in case of any future financial losses. There are many ways to do this, such as investing in stocks or bonds depending on what type is most...
Is it time to rethink college?
College costs can seem staggering. For the 2021-22 school year, the average annual total cost was $55,800 for a four-year private university and $27,330 for a four-year public university (Source: Trends in College Pricing, 2021). It’s no wonder that students and...
Quick Math
Don’t have a calculator, but need a quick answer to a financial question? Here are three shortcuts: -How long will it take to double your money? Divide 72 by your annual investment return. If you are earning 8% annually on your investments, it takes nine years for...
Stock Market Ups and Downs
It would be ideal if investment decisions were made in a vacuum without influences from the outside world, but that is not the case. We are constantly bombarded with information from many different sources, and it impacts how we feel about our investments. So how do...
Retired and Confident: 6 Questions Toward Financial Security
5 Steps to Plan for a Comfortable and Secure Retirement
Suddenly Single and Stuck: a Financial Guide for Unexpected Hardship
Empty Nesters: Celebrating Your New Normal
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