Prepare for retirement effectively with these 6 simple steps. Begin your retirement lifestyle planning with our financial planners.
Financial strategies typically look different for individuals with million-dollar portfolios. Learn more our wealth management advisors.
A certified financial planner (also referred to as a CFP) manages assets on behalf of their clients. They are considered the gold standard when it comes to financial planning. Certified financial planners who act in a fiduciary capacity are an integral part of a retirement plan and as they seek their client’s best interests.
Most of us hate talking about our money. That’s because it can seem like there is never enough of it, and we don’t want to live under a budget. When you don’t consider your money, you are free to do with it as you wish. However, when you have no plan for your money, you soon realize that you will forever be chasing it.
We are often able to mitigate the “delayed” part of gratification - almost everything ships within a couple of days, we can have food delivered to the front door - we are no strangers to immediacy. This can make reaching savings goals feel exceptionally difficult.
There are many big decisions you have to make in life, such as what career to choose, where you want to move after college, your spouse, your house, and your furry best friend. In fact, most of your life is centered around decision-making, from the time you decide to wake up in the morning to what you want for breakfast.
Financial literacy and financial security go hand in hand. While budgeting and retirement savings accounts often come to mind, financial literacy covers so much more. From understanding debt to preventing identity theft, the fundamentals of money management include a variety of areas.