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3 new realities of retirement
General Information, Have Money
3 new realities of retirement
Think about your parents' retirement for a minute. Their lives most likely look a whole lot different than their parents'. Your grandfather probably stopped working the very day he turned 65. He and your grandmother…
Common questions about financial planning
General Information, Have MoneyWhat if I'm too busy?
Don't wait until you're in the midst of a financial crisis before beginning the planning process. The sooner you start, the more options you may have.
Is the financial planning process complicated?
Each financial plan is…
Staying on track
General Information, Have MoneyThe financial planning process doesn't end once your initial plan has been created. Your plan should generally be reviewed at least once a year to make sure that it's up-to-date. It's also possible that you'll need to modify your plan due to…
Why can't I do it myself?
General Information, Have MoneyYou can, if you have enough time and knowledge, but developing a comprehensive financial plan may require expertise in several areas. A financial professional can give you objective information and help you weigh your alternatives, saving you…
Some members of the team
General Information, Have MoneyThe financial planning process can involve a number of professionals.
Financial planners typically play a central role in the process, focusing on your overall financial plan, and often coordinating the activities of other professionals who…
The financial planning process
General Information, Have MoneyCreating and implementing a comprehensive financial plan generally involves working with financial professionals to:
Develop a clear picture of your current financial situation by reviewing your income, assets, and liabilities, and evaluating…
Why is financial planning important?
General Information, Have MoneyA comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. With a financial plan in place, you'll be better able to focus on your goals and understand what it will take to reach them.
One of the…
FINANCIAL PLANNING - HELPING YOU SEE THE BIG PICTURE
General Information, Have MoneyDo you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.
That's where financial planning comes in.…
Investment Tax Planning
General Information, Have MoneyIntroduction
Investment planning can be important for several reasons. However, any discussion of investment planning is incomplete without a thorough understanding of the applicable income tax ramifications. Tax planning can help you reduce…