5 Financial Calculators You Need to Check Out

5 Financial Calculators You Need to Check Out

We're sharing some of our favorite financial calculators. Whether it's spending money on lunch, or saving for retirement, these tools can be immensely helpful. Check them out today to factor them into your financial planning.

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How to Reset Your Financial Goals

How to Reset Your Financial Goals

We’re heading into 2018 at lighting speed so it’s time to take another look at those financial goals and set yourself up for success. Whether you had 2017 goals that fell by the wayside or financial goal setting is completely new to you, here are some tips to keep you motivated a moving in the right direction.

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Is an Income Annuity Right for You?

Is an Income Annuity Right for You?

If you’re anything like me, you heard about income annuities for the first time from some old television star during an episode of The Price Is Right. However, there's a lot more to know about this retirement savings tool. Here is some information you can use to determine if an income annuity is right for you and your family.

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Money Challenges Among Millennials

Money Challenges Among Millennials

So much has been written about millennials and our finances, but like any other generation there’s a range of extremes that may or may not apply to such a huge group of the population. That being said, there are some very real challenges that face this generation. Here we tackle some of the biggest challenges millennials face and address what can be done about them.

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Are You Saving Enough for Retirement?

Are You Saving Enough for Retirement?

It’s the eternal question… How can you know if you’re saving enough for retirement? Everyone is different and their needs for retirement are different, so here are some guidelines to frame your thoughts on retirement and to calculate if you’re doing enough to get there.

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Zero-Sum Budgeting: How to Make It Work for You

Zero-Sum Budgeting: How to Make It Work for You

For most people budgeting is not a fun exercise, but not all budgets are created equal. Today we spend some time talking about the zero-sum budget, how it works, and why it may help bring you closer to your goals

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Retirement Planning 101: Options for Retirement Savings

Retirement Planning 101: Options for Retirement Savings

Where pensions used to be the standard structure, we now have a hundred flavors of retirement savings accounts. Today we’re breaking down some of the most common retirement investment vehicles to make it easier for you to determine where you should funnel your money.

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How to Prioritize Your Financial To Dos

How to Prioritize Your Financial To Dos

Time and again, the question I hear from clients the most is how to choose what financial priorities to put first. It sounds like it should be a simple exercise, but most of us don’t have unlimited money lying around to fulfill all our current and future financial needs and wants. So when you’re working with limited funds, what’s really important? How can you invest for the future and still live the life you want today?

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How to Recession-Proof Your Assets

How to Recession-Proof Your Assets

So far this year, we’ve seen the stock market put up record breaking numbers, but several analysts have come out to claim that a market “correction” may happen within the next 18 months. It’s certainly enough to make you take another look at your finances and consider where you have exposure and what can you do to hedge against the next recession.

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The Two Investment Tools You Need to Know About

The Two Investment Tools You Need to Know About

Investing for retirement is important, but some people might be surprised to know that the IRS actually limits the amount you can contribute to certain retirement funds. So where should you be putting your money? Luckily, there are two great investment vehicles to consider when you want to grow your money, but have the flexibility to withdraw funds prior to retirement.

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A New Addition and New Financial Challenges

A New Addition and New Financial Challenges

Let me sum it up in one word… MOTHERHOOD. For those of you that are already raising children, I’m sure you are well versed in the triumphs and challenges of raising a family while maintaining your everyday life. With that said, I wanted to discuss some of the financial changes and challenges we made to make room for our expanding family.

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Life Insurance 101

Life Insurance 101

Oh, life insurance… No one likes to talk about it, and who can blame them. It’s not exactly a “sexy” topic. That being said, it’s definitely something worth talking about. Here are the basics you should know if you’re considering buying life insurance.

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