Financial Planning

Real financial planning is the ongoing process and is not the “formal” financial plan. As President Dwight Eisenhower once said “plans are nothing; planning is everything.”

A Letter of Last Instruction is an important document to prepare which will help your family find important information when you pass on. It can save survivors the burden of scrambling to find information during the difficult time of grieving.

As you continue to save, is there a preferred order that should be followed when placing those dollars into different account types? While the answer is often dependent on a person’s unique situation, we offer guidance that can apply in most cases.

We’re singing praises of the Health Savings Account (HSA)! With tax rates rising, this simple account has many advantages that can benefit you now and in the future.

What do straight teeth and smart investing have in common? Both require a bit of discomfort before you see the benefit.

Life Insurance doesn’t need to be confusing. Understanding a few important points can make sure you’re not over or under-spending on this important planning tool.

Forming good savings habits at a young age will pay dividends on top of dividends. Starting early with the right plan is a key to success.

Arguably the most important decision when selecting a financial advisor is also the most misunderstood.