If you own a home, are planning to buy one or have other investments, it’s important to protect your assets in the event something happens to you. Estate planning designates more than who will get your stuff after you die; it also allows you to choose guardians for your children and provides instructions in case […]
5 Steps To Hiring The Right Financial Planner
Last week we talked about how to decide whether you should bring in a financial planner to help you make the best decisions about your financial future. Once you’ve decided you want to pursue hiring a financial planner, what’s next? Today we’re breaking down the process of hiring a financial planner into just five simple […]
Do You Need A Financial Advisor?
When it comes to your retirement, college savings, or your investment goals, there’s a lot to know and understand. Many people bring in a financial advisor to help them get educated, strategize, and make thoughtful decisions about their financial future. Have you considered bringing on a financial advisor? Here are 5 ways to determine whether […]
Should You Save Or Shred Financial Documents?
As you go through your financial documents during this tax season, you may find yourself wondering how long you should keep these documents. You probably know that certain documents like tax returns, bank statements, etc. need to be kept, but for how long and in what format? This article will help you determine which financial […]
How To Find The Perfect Accountant
Did you know about one third of us hire a tax accountant or other tax professional to file our tax returns? And yet, it turns out most of us don’t know much about what we should be looking for when we hire them. 80% of people who use a tax accountant or other tax pro […]
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