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Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors. Everyone deserves the best retirement possible, but numerous planning mistakes can cause retirement plans to fall short. According…

As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also often learn about their frustrations and regrets regarding past financial decisions. During these conversations about financial regrets, I often remind clients that it is important to remember that with time…

Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy. Some…

Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are 8 key life events that could benefit from professional financial guidance. 1. Graduating from College College graduation marks the first major transition into adulthood. The progression from school to…

Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are 8 key life events that could benefit from professional financial guidance. 1. Graduating from College College graduation marks the first major transition into adulthood. The progression from school to…

Arguably the most popular buzzword in the global economy right now is “cryptocurrency.” While Bitcoin is currently the most well-known cryptocurrency, most people don’t understand it beyond the hype and reported skyrocketing value. The overarching goal of any cryptocurrency is to replace cash, credit, and electronic wire transactions with a digital medium of exchange that…

You’ll Thank Yourself a Year from Now With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th Annual New Year’s Resolution Survey found that many resolutions made last year focused on faith, family, and personal wellness. Unfortunately, financial stability trailed far behind,…

With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th Annual New Year’s Resolution Survey found that many resolutions made last year were focused on faith, family, and personal wellness. Unfortunately, financial stability trailed far behind, with only 29% reporting financial considerations…

You may be bracing for that early December feeling — a crisp chill in the air, the jingling of bells, and a mailbox overfilled with donation requests from charitable organizations. As an American, you will probably be in a giving mood as the United States is one of the most charitable nations, giving away over…