Category: Goal Setting

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    8 Crucial Items for Your Retirement Planning Checklist

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    8 Crucial Items for Your Retirement Planning Checklist

    Imagine yourself on your last ride home from work on the day you retire. The cardboard box is in the backseat, your gold watch is on your wrist and you realize you don’t have to wake up to an alarm clock tomorrow. Are you ready? Is your plan in place? Is that fear or excitement fluttering i …

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    How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

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    How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

    I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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    Retiring Abroad (More Practical Than You Think)

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    Retiring Abroad (More Practical Than You Think)

    What do you think about when someone mentions the Cayman Islands? Do you think of the pristine white sandy beaches? The clear blue water? Fresh seafood? Snorkeling? While these may be on the top of most people’s mind, some may even consider it a great place to retire. 

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    How to Buy a Car Without Losing Your Mind (or Your Wallet)

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    How to Buy a Car Without Losing Your Mind (or Your Wallet)

    Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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    Why You Need a Will (and You Need One Today)

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    Why You Need a Will (and You Need One Today)

    Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of yo …

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    How Will My Financial Plan Change Over the Course of My Life?

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    How Will My Financial Plan Change Over the Course of My Life?

    Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in each decade of your life starting with your 20s.

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

    Ladies … listen up!… there’s still time ... Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?

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    Future Funding of Social Security Is A Pivotal Piece To Retirement Security

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    Future Funding of Social Security Is A Pivotal Piece To Retirement Security

    You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.

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    Which Type of Life Insurance is Right for Me?

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    Which Type of Life Insurance is Right for Me?

    With so many different types of life insurance, finding the most suitable policy takes careful consideration. We’ll help you find the best possible solution, but before you meet with an advisor, having a basic understanding of the different types of life insurance can help.

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    Were Mom and Dad Right? The Value in Paying Yourself First

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    Were Mom and Dad Right? The Value in Paying Yourself First

    I remember growing up and being taught that you should pay yourself first. My parents taught me that 10 percent of my income should be put into savings before paying bills or splurging on entertainment. These days, saving doesn’t have to mean keeping money in a bank.

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