5 Great Books for Retirement Planning

A wealth of information is available to retirement planners of all ages. Whether you’re quickly approaching retirement or have just started your career, you can learn more about your retirement options by speaking with a wealth manager and by reading books. Over the years, there have been many informative and engaging books published on the topic of…

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Using Financial Planning Services Effectively

Financial planning gives you a road map to reach your most important goals. People with a financial plan are more than twice as likely to be living comfortably compared to people with the same income who don’t have a plan, according to a survey from the CFP Board. So how can you get the most…

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Your First Financial Planning Meeting

Financial planning is always a smart idea, but what many don’t think about is how to prepare for a meeting with a financial planner. Going into the meeting with a checklist of what to cover and at least a basic idea of your financial goals makes the meeting more productive and less stressful. Here are…

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IRA Rollover Rules

According to data from the Bureau of Labor Statistics, the average person will have around 11 jobs over the course of his or her life. All those jobs can lead to a lot of variety in a life and a lot of different retirement accounts. When you leave a job, you get to hold onto…

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What Is a Wealth Advisor?

You might not think of a wealth advisor is a must-have service, but as your bank account grows, an advisor can be crucial in helping you plan for the future. The key to utilizing an advisor is knowing what a wealth advisor does, and how they can be the difference between financial uncertainty and the…

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How a Fixed Annuity Can Help You

  As you approach retirement age, you are more likely to look for asset protection and minimal risk than you are for aggressive investments that can potentially give you a high rate of return. Unfortunately, traditional “safe” savings and investment options, such as FDIC-insured certificates of deposit (CDs) and government bonds, don’t always have a…

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Five Mistakes People Make with Retirement Savings

Saving for retirement can seem overwhelming, but planning can prepare you for your future in the present. Here are five common mistakes to avoid when saving for retirement: 1. Saving too late It’s never too early to save for retirement, but it can be too late. People in their 20s and 30s see retirement as…

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Family Financial Planning: How to Prep for the Future

Putting together a financial plan for your family can help you meet your financial goals. Family financial planning helps you set and reach goals for your own future and for the future of your children. There are many components to a successful financial plan — it’s not only about saving for college or making sure…

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Five Questions to Ask a Financial Advisor

  When in the market for a financial advisor, one size does not fit all. It’s important to remember that every person has different, specific financial needs and goals, making their need for a financial advisor specific as well. Finding an advisor who fits the needs and goals of a financial plan can make or…

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