The new Administration is sure to make changes that will impact financial planning. Here are our thoughts on what’s to come.
Financial Planning
Resolve to be Prepared for the Unexpected
Many were caught financially unprepared in 2020. Here are some tips to help you better prepare for your future.
How to Get Creative If Debt is Out of Control
It’s easier than you think to fall into debt. Here are some options to help you get your debt under control – before it’s too late.
Sitting Down with Fee-Only Financial Planner, Darren Zagarola
Fee-only financial planner, Darren Zagarola, discusses how financial planning helps individuals achieve financial independence.
7 Tips for National Savings Day
Saving money for retirement or even a rainy day is often neglected in exchange for buying what we want when we want it. Here are some tips to develop healthier saving habits.
Don’t Rush Inheritance Decisions
Baby boomers expect to transfer $30 trillion to their heirs over the next several decades. Read these tips to ensure you manage your inheritance properly.
Cash is King
When building an investment portfolio, it’s important to consider cash in the mix. Learn the many reasons why, and how to determine how much cash is right for your financial plan.
11 Common Money Mistakes People Make in Retirement (UPDATED)
Retirement is supposed to be enjoyable. Healthy financial habits should have set you up to do the things you’ve always wanted. But too often, individuals make mistakes that derail their plans to be financially independent. Learn how to set yourself up for a worry-free retirement.
10 Common Money Mistakes People Make in Their 50s
You’re getting closer to retirement, and it’s time to put a plan in place. Here are some questions to consider and mistakes to avoid.
10 Common Money Mistakes People Make in Their 40s
Your 40s are the time to become more serious about your financial plan. Hopefully, you have developed healthy financial habits that have set you up to meet your goals. Now is the time to make up for financial shortcomings and prepare yourself for the next decade.
11 Common Money Mistakes People Make in Their 30s
In our 30s, responsibility takes center stage. This is the age where healthy financial habits can have a long-lasting impact on your financial future, setting you up for success, or derailing your long-term financial well-being.
9 Common Money Mistakes People Make in Their 20s
Your twenties are a transitional decade. You graduate college, start a new job, maybe get married. Developing financial literacy during this time can mean the difference between quickly falling into debt or building a solid foundation that will allow you to achieve your personal and financial goals.