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Category Archives: Financial Planning
How to Financially Survive Unemployment
When you lose your job, you may have to put yourself on a financial diet. Just as losing weight is simple if you eat less (and exercise more), staying afloat financially is simple if you spend less. Is this process going to be easy? No, of course not. But it can be done with a little self-discipline, some creativity, and a lot of planning.Continue reading
Investing Basics #2: Building On Your Foundation
It is important to understand financial fundamentals as you build your financial plan. We are continuing our journey by establishing your foundation which includes setting your goals, time horizon, risk tolerance and liquidity needs.Continue reading
Investing Basics #1: Savings & Investments
The first step in investing is to secure a strong financial foundation.
Start with these four basic steps:
When To Refinance Your Mortgage
When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one.
Government Acts to Blunt Financial Impact of Global Pandemic
On March 11, the novel coronavirus (COVID-19) was officially declared a global pandemic by the World Health Organization, and two days later President Trump declared a national emergency.1 The unknowns surrounding a new virus make it difficult to predict the potential human and economic toll, but unprecedented steps are being taken to help slow the spread of the disease and prepare medical facilities to treat a rising number of cases. Continue reading
IRS Returns & Payments Postponed to July 15
Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020. Continue reading
How to Survive a Financial Crisis
This current crisis is changing every aspect of our lives right now. Many of us feel off center, uncomfortable and anxious. We are out of our normal routines and must learn new skills to deal with new challenges.
What to Consider When Planning Retirement
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Continue reading
Preparing Your Finances for Parenthood
So you’re about to become a parent. Congratulations! Parenthood may be one of the most rewarding experiences you’ll ever have. As you prepare for life with your baby, here are a few things you should think about. Continue reading