Financial Planning Archives - Page 2 of 10

How do Falling Interest Rates Affect My Investments?

With the recent Fed cuts, how do falling interest rates affect your investments? We review bond and stock affects on your portfolio.

Do you know what you're truly paying your financial advisor? Do you know if they receive commissions? Learn more about fee-only advisors.

Does the presidential election actually impact the market? We have data that suggests it does not. So what does impact the markets?

Are you having trouble achieving your goals and financial success? Maybe some of these excuses sound familiar. We can help you get past them.

Do you want to know how to motivate your kids to be good savers? In our guest article by Hal Hershfield, learn what psychology works.

You maybe financially prepared for retirement but is there anything else to consider? How about your mental and emotional health?

If something happens to you, does your family know all your passwords and assets? Create your estate folder today. Here's a list.

"Do not mistake a confident explanation for an accurate prediction" - James Clear. It's important to remember this when reading the news.

Are you a W-2 employee but your employer doesn't offer a 401(k) plan and you want to save for retirement? Read about your options.

Working with a fee-only advisor can ensure you are objectively reviewing annuities to determine if they're right for your long-term income needs.