Category Archives: Financial Planning

Do You Take a Comprehensive Approach to Your Financial Planning?

According to a 2013 study from the Certified Financial Planner Board of Standards, most Americans can be grouped into one of four categories when it comes to determining how they approach financial planning. One of the groups consists of “comprehensive planners,” which includes individuals who evaluate every aspect of their finances in their planning. The […]

Retirement Planning Resolutions for 2018

Common resolutions include things like losing weight or quitting a bad habit like smoking. You may resolve to keep in better contact with family and friends or perhaps perform better at work. As you’re sorting through potential resolutions, don’t forget about retirement planning. Nearly two-thirds of Americans say they are concerned about not having enough […]

Can You Learn Money Lessons From Your Grandchildren?

Do you have millennial grandchildren? Perhaps more than any other generation, millennials are heavily influenced by technology. They grew up with access to the internet, cellphones and other technology that previous generations could never have imagined. Millennials are sometimes generalized as being entitled and self-focused. However, their relationship with technology has given them a unique […]