Time To Get Organized
We wish everyone much success with their 2020 goals; financial and otherwise. Happy New Year!
Moving Mountains
Working with a CFP® can help you start your financial plan; whether you are nearing retirement age or have decades ahead of you. It’s never too late to start moving mountains.
The Only Goal That Matters
Human beings are not always the most rational creatures. We often allow emotion to color our decisions.
What Is an Investment Policy Statement?
There is no such thing as a “one-size-fits-all” financial plan. We all have different financial needs and goals. A good CERTIFIED FINANCIAL PLANNER™ understands that; but none of them can read your mind. How can you, the client, efficiently communicate your goals to your CFP® for them to create the best financial plan for you?
Mortgage Refinancing Explained
Refinancing your mortgage can be a great way to improve your financial situation and help accelerate meeting your financial goals. So why don’t more people do it? There are a lot of misconceptions around refinancing a mortgage. We want to help dispel those misconceptions and show you how refinancing your mortgage can be an important part of your financial plan.
Budgeting Road
When it comes to your finances, you can’t just wander along hoping for the best. You need a road map, a financial plan with a co-pilot, to help you navigate to where you want to be. Not just anywhere.
Our Money Desires
Money is without question a central issue in everyone’s life. We need money to pay our bills, to take care of our families, to educate our children, to support our communities, to reach our goals, and to fund our retirement. But none of us wants to think about money all the time. We’d rather spend time on the other things that matter; our families, friends, careers, and hobbies.
Planting Trees
It’s never too late to start planting trees. If your investment portfolio needs to play catch up, these are the steps you can take.
Get a Handle on Your Student Loans
Your college years may be long behind you but your student loans may still be staring you in the face. In fact, when measured on a dollar basis, the biggest increase in student loan debt is among those age 30 to 39. That group has $461 billion in student loan debt. On a percentage basis, the amount of student loan debt in that age group has increased by 30.2% in the past five years.