Creating Your Financial Plan

Creating Your Financial Plan

Creating a financial plan may seem like a task for only the very wealthy. But anyone with goals for the future, such as buying a house or saving for a child’s education, will benefit from having a plan to help reach those objectives. Successful financial...
Creating Your Financial Plan

Money Talks . . . So Should Couples

New lovebirds often spend hours talking. They share stories from childhood, funny anecdotes from high school and college, and their future hopes and dreams. But, unless a couple has talked about money, they don’t completely know each other. Many couples avoid...
Creating Your Financial Plan

Better Than a Crystal Ball

As you welcome the new year, you’re probably not thinking about the many ways that life could take a turn for the worse. But it could. An illness, a natural disaster, or an unexpected financial setback are only some of the events that could disrupt your life and...
Creating Your Financial Plan

Get on Track with a Spending Plan

Have you ever felt like you’re walking on a treadmill with your personal finances — doing a lot of work but not getting anywhere? If so, you may need a spending plan to get back on track. A spending plan is a tool for prioritizing your financial goals and...