Tag: 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

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Words to ponder “Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be

Closing a Retirement Income Gap

When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire.

Members of the Military: Personal Financial Planning

Service branches offer campaigns and educational programs to service members and their families. The Air Force, Navy, and Army each require that respective members receive financial education, training, and counseling.

Year-End Charitable Giving

As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives.

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