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Resources to help you set your goals and meet your financial objectives.

Paying Off Your Mortgage vs. Investing More: What’s the Best Strategy for Your Financial Future?

Monday, 01 May 2023 | Learn the Benefits and Drawbacks of Both Options

Paying Off Your Mortgage vs. Investing More: What’s the Best Strategy for Your Financial Future?

Are you wondering about the benefits and drawbacks of paying off your mortgage vs. investing? Paying off your mortgage early and investing more are both strategies that can help you achieve long-term financial stability, but it can be difficult to determine which goal to prioritize. In this article, we'll explore the pros and cons of both strategies to help you determine which may be the best for your financial future.

How Inflation Impacts Wealth Management and Investment Strategies

Tuesday, 18 April 2023 | Navigating High Inflationary Periods and Protecting Your Wealth Over Time

How Inflation Impacts Wealth Management and Investment Strategies

Inflation is an economic concept that describes the increase in the cost of goods and services over time. As inflation rises, the purchasing power of your money decreases – which you may feel in your daily life. However, it can also have a significant impact on your long-term wealth management and investment strategies. In this article, we'll explore how inflation impacts wealth management and investment strategies and provide tips on how to navigate inflationary periods.

5 Common Mistakes High Earners Make

Monday, 27 March 2023 Avoid These Missteps and Get on the Path Toward Building True Wealth

5 Common Mistakes High Earners Make

Having a high income can certainly make you feel wealthy. Maybe you’re enjoying a sprawling home, a fancy car, and the latest technological gadgets. However, what too many high earners fail to realize is that true wealth is much more than just a big paycheck that comfortably funds your current lifestyle. If you’d like to leverage your high income to establish long-lasting wealth and financial security, avoid the five common mistakes below.

7 Ways to Spring Clean Your Finances This Season

Tuesday, 07 March 2023

7 Ways to Spring Clean Your Finances This Season

There’s something about saying goodbye to winter and welcoming the warm promise of spring that inspires us to leave behind the things that may no longer be serving us. As you embrace a new season on the horizon, keep in mind that it’s a great time to think about freshening up your finances. So, reconnect with your New Year’s resolutions, reassesses your financial situation, and get rid of the things you no longer need – especially those that don’t serve your financial goals. The seven tips below will help you get started.

How Busy Families Can Manage Their Household Finances

Monday, 27 February 2023

How Busy Families Can Manage Their Household Finances

If you manage household finances then you know—the busier you are, the more complicated it gets. Keeping everyone on schedule, on budget, and on the same page is an incredible challenge, but these money management tips are here to help you ease the burden.

No matter how your family is structured or the role you play, organization is a universal challenge for people who lead full lives. It’s easy to get overwhelmed, which can make it difficult to manage household finances effectively. Luckily, there’s good news: there are concrete ways to lessen the burdens that come with trying to manage household finances – and keep you sane in the process, too. Take a look at these helpful tips and tools.

Relationships and Money: Three Common Mistakes to Avoid

Tuesday, 07 February 2023

Relationships and Money: Three Common Mistakes to Avoid

Ask any therapist or relationship expert and you’ll hear that one of the key ingredients to a healthy relationship is open and honest communication. This not only includes having honest conversations about the big things like feelings and expectations but also about finances. Too often, couples avoid money conversations out of fear that the conversation will be awkward or get contentious. This is especially the case if you and your partner have different goals, habits, or values when it comes to your money. However, making money conversations a regular part of your communication can help you avoid any potential financial disagreements or setbacks in the future while also ensuring that you’re both on the same page.

No matter where you are in your relationship, or where you both are on your financial journeys, your relationship can benefit significantly from more intentional and consistent financial communication.

Understanding Retirement Planning Changes in the SECURE Act 2.0

Tuesday, 17 January 2023

Understanding Retirement Planning Changes in the SECURE Act 2.0

On December 29, 2022, President Biden signed a bipartisan budget bill that included many retirement savings changes, referred to collectively as the SECURE Act 2.0. It reshaped retirement tax incentives and existing retirement account rules in ways that are likely to have consequences for years to come. Supporters of the legislation say it will encourage stronger retirement savings among workers, while others have expressed concern that some of the provisions expressly benefit high-earners only.

Regardless of where you stand on the efficacy of the legislation, it’s important to understand what the SECURE Act 2.0 means for your finances. The law contains more than one hundred provisions dealing with retirement savings, and below you’ll find details on several that may impact your personal retirement planning efforts.

7 Tips for Setting Money Goals in the New Year

Monday, 26 December 2022

7 Tips for Setting Money Goals in the New Year

As the end of one year rolls into the beginning of the next, you may be too distracted by the ball dropping to focus on setting money goals. However, this is the idea time to make financial resolutions that will be actionable in the New Year. Whether you hope to focus on retirement planning, investing, purchasing a vacation home, or any of the other myriad money goals that may be on your mind, the following seven tips can help you start setting financial goals that will serve you well.

Savvy Year-End Wealth Management Moves

Friday, 02 December 2022

Savvy Year-End Wealth Management Moves

Everyone goes into the year with the best of plans, but December money moves can help you take your wealth management strategy to a new level in the new year. If you want to make sure you’re not leaving money on the table, use this time to examine your financial position so you can make the most of end-of-year opportunities.

Taxes are a part of that strategy but don’t consider them their own separate category. They should always be viewed as a part of your bigger-picture investment and financial plan. If you’re ready to end the year strong, take a look at these savvy December money moves.

Are We Headed for a Recession?

Thursday, 23 June 2022

Are We Headed for a Recession?

Just two years removed from the last US recession, negative stock returns, and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there. But recessions are always identified with a lag. By the time one is called, the worst of its impact on markets has usually passed.

Inflation Varies According to Your Age & Spending

Tuesday, 24 May 2022

Inflation Varies According to Your Age & Spending

What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. Inflation wallops someone with kids in college and might be hardly noticeable to stay-at-home types.  Recent inflation will stun someone looking for a used car, but it won’t impact someone shopping for a new car quite as much (although it’s still very high).  

As you know, inflation is a sustained increase in prices for general goods and services in the economy and is typically measured annually. Theoretically speaking, as inflation rises, every dollar you own buys a smaller amount of a good or service.

Market Volatility, Recession, Inflation

Thursday, 12 May 2022

Buying a home is one of the most financially significant and often stressful events of your life, along with the moving aspect. Even after closing, your financial work isn’t done. There are more steps you should take to incorporate your home into your greater financial picture.

5 Modifications to Make to Your Finances After Buying a Home

Friday, 22 April 2022

5 Modifications to Make to Your Finances After Buying a Home

Buying a home is one of the most financially significant and often stressful events of your life, along with the moving aspect. Even after closing, your financial work isn’t done. There are more steps you should take to incorporate your home into your greater financial picture.

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