4 Tips To Get More Out Of Your Taxes

By |2018-10-04T11:47:21+00:00October 3rd, 2018|Categories: Uncategorized|Tags: , , , , , |

With the deadline to file your taxes just around the corner, now is a great time to evaluate your financial status. This is especially true if you are getting a tax refund. While it may be exciting to get that refund check back from the IRS, it is worth recognizing that by doing this you [...]

3 Things Your Adviser is Missing When it Comes to Retirement

By |2018-10-03T21:34:36+00:00October 3rd, 2018|Categories: Uncategorized|

For the most part, the retirement conversation is  "save, save, save".  This makes sense considering the average 50 year old has only $42,797 saved for retirement, but there are many more decisions that have to be made. There are so many different factors that impact your ability to have a successful and happy retirement.  So, [...]

4 Ways Millennials Are Different When It Comes To Money

By |2019-04-10T09:38:07+00:00October 3rd, 2018|Categories: Uncategorized|

Back to a hot topic - Millennials. What do we do with them now? A new study was released by Northwestern Mutual that finds Millennials are having trouble balancing their long-term finances. The 2017 Planning & Progress Study says overall, 32% of Millennials say they spend their money excessively, 23% of Millennials surveyed also admitted to hiding purchases [...]

8 Questions To Ask Yourself If You’re Thinking About Getting A Divorce

By |2019-04-10T09:38:19+00:00October 3rd, 2018|Categories: Uncategorized|

Divorce.  Yep, I said it.  The “D” word.  The sad reality is thousands of people file for divorce every year.  Let’s be honest.  Divorce isn’t easy.  In many cases, the reason for divorce is related to money troubles.  24% of people divorce due to financial priorities or spending patterns.  And finances are the leading cause [...]

3 Unexpected Financial Situations You Need To Plan For

By |2018-10-03T21:31:27+00:00October 3rd, 2018|Categories: Uncategorized|

Getting caught in some difficult financial situations can be very frightening. Are you prepared to deal with the unknown? Do you have a plan for if the unexpected happens? What if any of these 3 things happen to you? Unexpected Situation #1: You lose your job.   Unfortunately, as the end of the year approaches, many companies [...]

5 Things You Didn’t Know About Life Insurance

By |2018-10-03T21:30:40+00:00October 3rd, 2018|Categories: Uncategorized|

Did you know that more than 80% of Americans overestimate the cost of life insurance? There is an enormous lack of understanding around the true cost of life insurance. Many people evaluate the cost of insurance in a vacuum rather than taking a look at the bigger picture. Delaying the purchase, or not purchasing at [...]

3 Common Mindsets that Hold You Back From Getting Life Insurance

By |2019-04-10T09:38:36+00:00October 3rd, 2018|Categories: Uncategorized|

When we think about being financially successful, we generally think about playing the stock market, saving money for retirement or owning real estate. While all of these can help you achieve financial success, there is another key to a good plan - life insurance.  Why do only 62% of Americans have some kind of life insurance [...]

3 Ways Emotions Affect Our Financial Decision Making

By |2018-10-03T21:27:36+00:00October 3rd, 2018|Categories: Uncategorized|

The worst time to make an important financial decision is when we are at our most emotional. Our emotions sacrifice accuracy for speed because we feel pressure to make a decision quickly. This typically makes our responses very wrong. When emotions intrude, our decision-making behavior becomes very much at risk. Then, our financial expertise is [...]