The Road to Financial Security
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In my humble opinion, being financially secure is one of the most freeing feelings on the planet. But what does that really mean?
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Blog
Don't Leave Your Loved Ones in a Puzzle
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Over the Thanksgiving holiday, I put blocks of sugar in my beehives. This common practice hives bees an additional source of food to get them through the winter. As I got into the first hive, I found my bees had already died. I was sad, but it had been my weakest hive, so I wasn’t entirely surprised.
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Imagine If You Knew Then, What You Know Now
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The average 25-34 year old has $42,000 in debt and most of that comes from credit cards not student loans. That’s why we encourage our clients to pass down financial intelligence to their children.
Read MoreScarier than Ghosts
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What is your biggest fear? For some it may be leaving everything they’ve worked towards their entire life up to chance once they have passed away. If you’re reading this, you still have a chance to make sure that doesn’t happen.
Read MoreSave For a Rainy Day. You Never Know When It May Pour...
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September is National Preparedness Month, and part of preparing for emergencies and natural disasters is making sure your finances are in order. After all, being prepared is what financial planning is all about.
Read MoreWhat Keeps You Up at Night?
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Please take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are there are questions listed below that will help us address some of the issues that may worry you.
Read MoreDelayed Gratification
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Do you recall the Stanford marshmallow experiment on delayed gratification? They would ask a child to sit at a table and wait to eat the marshmallow that sat in front of them.
Read More10 Ways You Could be Saving Money
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It seems no matter what you do, your savings account never seems to grow! Your advisor is telling you to save six months’ worth of your salary in an emergency fund. However, each time you take a step forward, you end up taking two steps back.
Read MoreWhat do Sports and Finance Have in Common?
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If it’s March in Indiana, odds are you’re watching March Madness.
It’s no secret this state loves their basketball teams.
Read MoreHow to Cope With a Job Loss Later in Life
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Losing a job is never easy, but it may be especially difficult for older adults. If you find yourself in this position, don’t fret! You have options and there are resources out there to help you in your new career search.
Read MoreQ&A: Applying for Scholarships When You're Already in College
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Q: My daughter has already started college, is it too late to apply for more scholarships?
Read MoreHow to Build an Emergency Fund
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No one hopes for a life crisis. Unfortunately, emergencies happen and they happen at the most unexpected of times. We can’t prevent them or even see them coming, but there is one proactive step you can take: fully fund an emergency fund.
Read MoreThe Importance of Estate Planning With Minor Children
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Listen up, parents! This is important. I’m sure there are days when you feel like you’re just barely getting by. Days (and nights!) filled with diaper changes, meal preparation, and errands centered around the care of your children.
Read MoreDirection After Divorce
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In most cases, divorce is one of the hardest trials one will endure in life. People become emotionally charged, even devastated. In that state, it is hard to think through the logistics of what needs to be done at the onset.
Read MoreAsk a Financial Planner: Do I Have to Pay for My Parent’s Long Term Care?
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The cost of nursing home care can wreck havoc on the financial lives of those without the means to pay. And, to the surprise of many, that financial responsibility could even extend to the children of long term care patients.
Read MoreSix Things to do that Don’t Require Spending Money
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Whether you’re trying to save money for retirement, an upcoming vacation, or just to cut back on spending, listed are six things to do that don’t require spending any money. Enjoy!
Read MoreHow to Create a Budget You’ll Stick With
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Budgeting is one of those things we all know we should be doing, but the thought and process can often sound overwhelming.
Read MoreAsk a Financial Planner: College Savings Plans
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Question: “Are there better ways to save for college than a 529 plan?”
Keep Your Budget on Track After Resolutions Wear Off
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If you vowed to make 2016 the year to get and keep your finances on track, then you’re probably not alone!
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