Creating a financial plan is a common New Year’s resolution, but what if you have multiple financial needs, or just don’t know where to start? And what is a financial plan, anyway? First, take a deep breath. You can do this. A financial plan is nothing more than following a few steps—set your goals, assess […]

Continue Reading

Editor’s note: This is part two of a series on making a financial plan as your New Year’s resolution. Part 1 explained the importance of goal setting and offered some goal setting ideas. This installment looks at how those goals may be achieved. What is your personal record on New Year’s resolutions? Did you resolve […]

Continue Reading

Key Takeaways Review your money goals regularly  Set new financial goals based on your priorities A professional can help you create a road map for your financial future The end of an old year and the start of a new is a great time to review your finances and see where you stand—and where you […]

Continue Reading

If you’re looking forward to retiring someday, you’ll likely try to invest a little money every single paycheck. Although there are several ways to save money for life after work, the most popular way is to invest in a retirement fund. But are you saving and investing enough money to retire comfortably someday? One way […]

Continue Reading

Sooner or later, most people will need to get a vehicle. And unless you have a genie in a bottle or some other way of wishing a car into your driveway, you’ll need to shell out some money to pay for your new wheels. But should you buy or lease your vehicle? Each option has […]

Continue Reading

Every year after the presents have been opened, the out-of-town family members have left, and the holiday egg nog has been served (or over-served in some cases), we are given the opportunity to pause and think back on the year past and look forward to welcoming in a new year with fresh beginnings. And with […]

Continue Reading

It’s no secret that parenting today is much different than it was a generation ago. Today’s youth are always on the go. While parents may have enjoyed sports when they were younger, they are finding that their children are a part of a new world of competitive sports that has taken things to the next […]

Continue Reading

If you’re one of those people who wracks your brain trying to figure out the complexities of saving for the future, take a moment and listen to the wise words of a sage voice from the past: martial arts legend Bruce Lee. To me, the extraordinary aspect of martial arts lies in its simplicity. The […]

Continue Reading

Warren Buffett is sitting on a ton of it. Apple has more of it than the U.S. and Canada combined. We’re talking, of course, about cash. And even though some people feel cash is often king, does it make sense to hold it in your portfolio? Despite holding $90 billion in cash, “The Oracle of […]

Continue Reading

Every generation must lug around its own figurative baggage. For millennials, the stereotypes include an addiction to selfies and an inability to escape from mom and dad’s basement. But these are, of course, just stereotypes. When it comes to managing money wisely, saving for retirement—even becoming millionaires while they’re young—millennials may have a leg up […]

Continue Reading