Category: Financial Planning

Differentiating the Major Fund Types

There comes a time in many conversations I have, where I can see the nervousness build. When I see that happen, I know exactly what is going on. There is

What are Bond Yields and Why Do They Matter?

Previously, I broke down some of the most common terms associated with bonds and what they mean.  But there was one term I left unexplained – and often, it’s the

Debt Ceiling Update

On May 1, the Secretary of the Treasury informed Congress that the U.S. could default on its debt by June 1 if legislators do not raise the nation’s debt ceiling.1

Volatility Do’s and Dont’s

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the

Frustrated Yet?

If you are paying any attention to the news or even just the conversations wafting through the office, you have heard the concerns regarding the world and domestic economy. Inflation

Giving Tuesday: How to Factor Charitable Giving Into Your Financial Plan

Financial security is a top concern for many Americans. When it comes to planning for retirement, the necessity of saving enough money is front-of-mind for virtually every investor. But there’s

Planning for Marriage: Financial Tips for Women

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take

Women and Money: Taking Control of Your Finances

Even if you have a partner who traditionally manages household finances, it’s important to be involved in the budgeting and investing decisions that have an effect on your overall financial

Merging Your Money When You Marry

Merging Your Money When You Marry Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to

Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals