Financial Planning Trends & Insights

This year has been one for the books. Most, if not all of us, have experienced canceled plans, work stoppages or adjustments, complicated family decisions, and (as if that weren’t enough) financial challenges. To add to the uncertainty, we don’t know what the near future will bring in regards to COVID-19, political turmoil, and our […]

If you weren’t eager to retire when 2020 began, I’m willing to bet that as 2020 nears its end, you’re more ready than ever for a stress-free retirement. But how will the recent events of a global pandemic, market volatility, and the presidential election affect your retirement? Before you pack up your office for good, […]

Things have drastically changed for women in the past few decades. Women now make up 50% of the workforce, (1) and they are also starting to play an increasingly important role in managing their household’s finances. (2) Gone are the days when husbands were the only ones in control of the family’s finances.  It’s good […]

Managing your finances on your own is hard enough, let alone working with someone else who has different opinions, financial habits, and ideas about the future. But if you are part of a couple, any financial decisions you make need to be done as a team. If you don’t want your finances to be a […]

For where your treasure is, there your heart will be also.  Matthew 6:21 (NIV) These are some of the most well-known words that Jesus ever uttered regarding money. Your money and your heart are travel companions. What you value (where your heart is) is where you will put your financial resources. If that is true, […]

Regret is not always a bad thing. While it’s not good to sit in the regret of past mistakes, when we learn from those mistakes, it can help us make better choices in the future. Unfortunately, that’s not true in every situation, namely retirement. There are no retirement do-overs, and any mistakes you’ve made in […]