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4 Questions To Ask Yourself Before Paying Off Your Mortgage

Paying off debt can provide such a good feeling that it’s no wonder many retirees set a goal to have their mortgage paid off at retirement. An obvious reason is to free up some of their retirement income for other things.

Government Shutdown Highlights Importance of Emergency Fund

The recent government shutdown has emphasized the importance of having an emergency fund. Here’s what you can do to prepare for an emergency.

3 New Year Resolution Ideas with a Different Perspective

Did you know January is National Hobby Month? This is the perfect time of year to pick up a new hobby or get back into an old one that you haven’t thought about in a while!

Fear of Finances? It’s Not So Scary!

If you find yourself with a fear of finances, you’re not alone. This fear may hold you back from reaching your financial goals in life. Let’s look at steps you can take to overcome a fear of finance.

Why Millennials Should Consider a Financial Advisor

As I was reviewing my finances the other day, I thought about how hard it was to start saving when I got my first full-time job, yet how far I have come since then…

4 Benefits of Paying Yourself First

If you’re not familiar with the idea of paying yourself first, or you just need an important refresher, this post is for you. The benefits you can receive from a disciplined savings plan will last…

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Create a Plan to Manage Income in Retirement

By K. Bridget Schneider, CFP®, CRPC®The shift from saving for retirement to taking income in retirement can be a tricky proposition. You may feel comfortable enough to retire when your retirement savings reaches a certain level. However, that may not be...

The Relationship Between Wealth and Health

By Joe Globensky, RFC®In recent years, there has been a renewed emphasis on the relationship between wealth and health. Various studies have shown that the relationship is a gradient, meaning there are discrepancies at every level of the economic ladder. ...

Financial Planning Tips to Consider Now

By K. Bridget Schneider, CFP®, CRPC®The S&P 500 reached its peak in mid-February of this year, and investors were feeling good about their account values. However, in the following weeks that good feeling began to disappear. Concerns of a pandemic...

Ways to Cope with a Significant Market Downturn

On March 12, 2020, the S&P 500 entered a bear market for the first time in 11 years. And this bear market could go down as one of the most severe in history given how quickly it occurred after reaching a new high in mid-February. But this is not the first bear market we have experienced, nor will it be the last.

5 Ways to Keep Your Personal Data Safe

By Joe Globensky, RFC®Hopefully I don’t have to tell you how important it is to keep your personal data safe. Whether it’s your social security or bank account numbers, information from your driver’s license, or items that can be pulled from your social...