By: Benjamin Grom, CFP® Having a child can be one of the most rewarding and exciting times in your life. There is so much to look forward to! However, it is no secret that there is significant preparation needed before your child arrives. Use the following guidelines while you work with a CERTIFIED FINANCIAL PLANNERTM practitioner […]
By: Nancy D. McKee, CFP® Sometimes we roll through life only to be hit broadside by a life event. Bam! Our life is now amok. A life event is one that can arrive without warning or materialize over time. It can be a marriage, new job, illness, the birth of a child, or the death […]
By: Christopher T. Smith, CFP® Marriage is one of the most rewarding things you can ever be a part of. Every day brings on a new shared adventure, and one of the first adventures you will navigate together is planning your combined financial life. Use these steps as you work with your CERTIFIED FINANCIAL PLANNER™ […]
By: Ryan Naples, CFP® Automation is everywhere, and in recent years, we’ve seen it become a significant part of our everyday lives. For example, gone are the days when you had to fill an ice cube tray to make ice; any new refrigerator comes with an ice maker. And with finances, credit card balances, utility […]
By: Matthew D. Kelly, CFP® When reviewing your financial picture, an important question to answer honestly is whether you’re maximizing productivity. Many times, we hear rules of thumb which we purely take as fact and words to live by. Like most things, however, when it comes to finances, the right path hinges on your unique […]
By: Matthew D. Kelly, CFP® When most people think of a Health Savings Account (“HSA”), they see a tax-efficient way to pay for medical expenses. During their company’s annual enrollment window, they elect to contribute enough into the plan to cover the upcoming year’s out-of-pocket healthcare expenses. By contributing into the account, they reduce their […]
By: David Jeter, CFP® Nassim Taleb is an essayist, statistician, and former trader/risk analyst. He is one of my favorite authors, and if you ever want to be humbled in your intellect, reading his work may do it for you as it has for me. In his book, Antifragile, Taleb advocates for a system wherein […]
By: Barb Leson, FLMI, Insurance Director Why not life insurance?So, you have auto, home, health, and maybe even pet insurance. However, do you have, or have you considered life insurance? Whether you are single, a single parent, married, married with children, a stay-at-home parent, have a dependent with special needs, are a high-net-worth individual, or […]