Personal Finances

A couple going over finances and retirement

Why Life Planning Matters: Tips for Living Retirement to its Fullest With Proven Financial Strategies

Life planning incorporates more than just financial decisions.  There has been no radical change in the concept of retirement for the last couple of decades. In essence, you work, save, accumulate wealth, and then retire. But while the general trajectory is the same, retirement planning today requires the consideration of changing economic landscapes, increasing life …

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Investment Time Horizons: A Look at One Key Factor to Sound Financial Planning

If you go deep enough into any industry, there is plenty of jargon and terms that intimidate someone not deep in the lingo. Finance is no different and one of the reasons people often recoil when talking about their finances is that they feel out of their element. The insufficiencies of our education system to …

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A young couple reading over their estate plan with a CPA

The Basics of Estate Planning and Securing Your Financial Future

What happens to an estate worth millions of dollars that suddenly finds itself up in the air, without an owner or beneficiary? A lot! Family feuds. Lawsuits. Internal chaos. Most people don’t begin to talk about or think about estate planning when they are at the height of their professional careers. It does happen, however, …

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Couple meeting financial adviser for home investment contract

The Importance of Personal and Business Financial Planning

Henry David Thoreau—the beloved American essayist known for his love of nature and simple living—once said, “Wealth is the ability to fully experience life.” This can be read in two ways, and there is certainly some truth to both. Money is a mysterious thing. By itself, it doesn’t induce happiness, but it can allow for …

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