Are you on track? For what? Are your retirement resources well-planned or simply a matter of wishful thinking? Could it be time to find a Certified Financial Planner™? Click here for a glimpse into effective long-term financial planning.
FinancialFamilies does NOT sell insurance products. You will get the straight answer on what you should be doing with your insurance dollars! Adequate coverage is critical for solid financial footing. Excessive coverage is not.
There is often more than one way to achieve a financial goal. Choosing wisely among the available options requires a keen understanding of the tax ramifications. It is common for long-term and single-activity tax ramifications to vary by thousands of dollars among otherwise comparable options.
The tradeoff between saving and spending can be a tricky one. Find a Certified Financial Planner™ who understands that savers save to spend someday and whose compensation model aligns with your long-term interests.
There are often many details to get right and those details change over time. Are you keeping up?
Life happens! Along the way, client families make choices. Should I take that new job? Is it time to downsize or up-size the home? Refinance? Buy or lease? What should we do with those employee stock options? New business? Pension elections? How much should we save? When can we achieve our financial goals? Is this the right approach? Are we spending too much? Whatever life throws at you, be ready every step of the way, through a disciplined approach to financial planning.