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Planning for health care
When planning for retirement, we need to account for our health (both now and in the future), protect our wealth and consider our future goals and dreams. Health, wealth and happiness — a solid retirement plan incorporates all three! When planning for retirement, we need to account for our health (both now and in the future), protect our wealth and
Should you pay off your mortgage early?
We all know the financial benefits of being debt-free, but have you considered the psychological benefits? As we prepare for retirement, debt is an important topic to discuss: How much debt do you have, and how much of it can be eliminated before you leave the workforce? If you don’t tackle your debt during your working years, those payments will
How to Make a Family Budeget
IF YOU’RE NOT GOOD AT.. Maintaining a household budget, you’re not alone. Many families operate without a spending plan, and even those who think they are budgeting may not actually be doing so. The Certified Financial Planner Board of Standards surveyed 300 adults between the ages of 35 to 65 who had investable assets of at least $100,000 in 2018.