Financial planning: Answers to important questions
This past year presented many challenges and while times have changed, for most of us our goals and objectives have not. Financial planning can sound intimidating, but it is not as overwhelming as it may seem.
Financial planning strategies for single women
As financial considerations shift, being mindful of priorities and goals is paramount to success. Here are some tips for single women.
Financial planning doesn’t have to be complicated (video)
Nikki Newton discusses addresses common concerns regarding financial planning and investing. Watch his conversation for tips on how to start.
Municipalities: How multi-year financial planning differs from budgeting
A multi-year financial plan can help residents and elected local government officials see the impact of their monetary decisions over time. It also allows decision-makers to set long-term priorities and work toward those goals, rather than simply reacting to the needs and politics of the moment.
Your guide to financial planning: How to get started and what to consider
No matter the size of your bank account, financial planning can be used as a tool to help you reach your financial goals.
Financial planning is a marathon, not a sprint
If your long-term financial planning includes a major life event, these tips can help you optimize your spending and saving.
Financial advisors: holistic planning includes healthcare costs
Retirement planning often revolves around a 401(k) and similar savings, yet an HSA can help clients manage healthcare costs and accumulate wealth.
Generational wealth planning: The case for including adult children in your financial plan
It is important to talk to your adult children about generational wealth planning and bring them to the financial table when the time is right.
Top 5 questions your financial team should ask you
A financial advisor can help you build a holistic plan based on your unique situation. Here are five questions your advisor should ask you.
Twenty-somethings: Take control of your finances with financial mindfulness
Taking charge of your finances is never easy. Find out how financial mindfulness can help you determine your financial strategy for life.
