Plan

Financial Planning Goals for Thirtysomethings

Financial Planning Goals for Thirtysomethings

As people enter their thirties, they can find themselves facing a variety of significant life events. Planning for these experiences is critical, and folks in their thirties should take the time to create a list of goals for their financial future. Thirtysomethings...
Types of Financial Calculators and How They Can Help

Types of Financial Calculators and How They Can Help

There are plenty of financial planning tools available for folks in every situation and income tax bracket. Financial calculators are a common resource for people looking to make a large purchase, reduce their debt, or get ready for retirement. These tools can provide...
Budgeting for a Wedding Without Ruining Your Finances

Budgeting for a Wedding Without Ruining Your Finances

Budgeting for any significant expense can be a challenge. For those who are engaged to be married, it can seem impossible to plan ahead with so much uncertainty looming. However, outlining a realistic and affordable wedding budget is crucial for couples who want to...
New parents! So proud. So stressed. Now what?

New parents! So proud. So stressed. Now what?

Those soft, chubby cheeks. Those big, innocent eyes. Your heart melts every time you see your baby! But then come the 3 a.m. feedings. The ear infection that won’t go away. The never-ending diaper changes. While that new bundle of joy is certainly the apple of your...
How to write a DIY financial plan

How to write a DIY financial plan

Individual financial planning is no small feat—from choosing where to invest your money to planning your estate, there’s just so much to consider. Many money-conscious individuals opt to hire a financial planner to help them draft their personal financial plan. But...