Financial Planning

Get the basics of planning explained in a way that makes sense. Find out how to build the financial plan strategy you need based on your goals.

Family loan agreement

What you need to know about family loan agreements.
Stagflation vs. Recession

It may seem like the worst of all (economic) worlds, but you still have options.
How to Protect Your Investment Strategy from Inflation

Inflation may be inevitable, but that doesn’t mean it has to throw off your plans.
Real Estate Investing 101

Should you invest in real estate? You should know one thing upfront: It’s anything but a passive investment.
Staying Financially Strong in Uncertain Times

What you can and should do if the future feels uncertain.
Gen X and Social Security

As part of the “sandwich generation,” Generation X faces unique financial stressors.
What to do if you are a victim of identity theft

Steps to consider taking immediately and how to be proactive in the future.
Selling your home for more money

The magic words you need to consider in your real estate listing.
Tips for dealing with financial stress in 2025

Here are some financial resolutions you can keep in the new year.
Ask a planner: Tariffs and Rising Costs

What the new administration means for your money.
Understanding modern mortgage management

Thinking outside the box about your biggest financial obligation.
Why 529 Plans Aren’t the Best Option for Roth Conversions

Because money doesn’t come with instructions.®
How to Build Wealth in your 40s

Identifying the roadblocks is the first step to surmounting them.
You Made It Past Quitters Day: Financial Planning Tips to Aim for Success

Four ways to help turn Quitter’s Day into a financial opportunity.
Asset Management vs Wealth Management

Understanding the key differences and benefits.
Is This a Good Time to Buy a House in the 2025 Housing Market?

You might be thinking about the wrong things.
Tips for Evaluating Your Financial Advisor

Check in with yourself and fill out an advisor “report card.”
The downside of buying real estate with your IRA

It’s a complicated process in which mistakes are costly.
Buying real estate with an IRA

Should you use a self-directed IRA for a real estate investment?
Help Your 529 Plan Pay Off

Because money doesn’t come with instructions.®
Your Tax Advantage When Selling a Home: Exclusion of Gain

How to Help Make Sure You Receive the Maximum Exemption
How To Choose a Financial Advisor

6 questions to ask a financial advisor.
How to take advantage of higher interest rates

Take advantage of higher interest rates to make your savings work harder.
How do financial advisors get paid

And what value can they provide?
Investing in an Election Year and Your Financial Plan

Use these tips to help avoid the election trap.
How to play the game of “buy now, pay later”

Get the benefits and avoid the pitfalls of these loans.
Tariffs Explained: How They Influence Your Wallet and Lifestyle

Strategies to stay on track in a changing trade environment.
Should I pay off my mortgage?

11 great reasons to carry a big, long mortgage.
How to Wisely Invest Your Cash in 2024

Where you should put your cash is about more than the direction of rates.
Reverse Mortgage Requirements

Beware: They’re complex (and expensive).
How long should you keep financial documents?

Here’s a list of what documents you should save and when it’s time to use the shredder.
Financial planning strategies with changing interest rates

Some perspective on lower rates and what they could mean for you.
Behavioral finance theory: Keeping emotions separate from investing

It can be harder than you think.
Managing Cash – Do's and Don’ts

Is a CD the best investment vehicle for long-term growth?
3 Financial Truths for the Rest of 2024

Turn down the volume and stick to your plan.
Our new Q&A gives tips to an anxious homebuyer

Because money doesn’t come with instructions.®
Your Guide to Understanding Lower Interest Rates

Understanding interest rates is key for your financial plan. Learn if lower rates will impact your saving or borrowing plans.
Identify and help prevent bank scams

How to help protect yourself from increasingly sophisticated tactics.
What is loud budgeting?

This trend may be just the ticket to help achieve your savings goals and strengthen your financial health.
Why renting out your home might not pay off

Passive income sounds good, but there are other considerations.
Love and money: 5 ways to strengthen your relationship

Couples who communicate about money could be more likely to go the distance.
How to save money during inflation

Discover easy ways to save in your everyday spending.
Strategies to protect your wealth

Fixating only on your portfolio can stand in the way of your goals.
What would you do with a financial windfall?

Learn how a client navigated the complex challenges that windfalls can bring.
5 ways to improve your financial health

Take stock of your finances with this list.
Addressing the Gap in Financial Literacy Among Women

Tapping into knowledge and guidance can help enable financial empowerment.
What causes inflation?

How long will the rising inflation rate last?
Identity theft: 10 ways you can lower your risk of being victimized

Some commonsense ways to help protect against identify theft.
Your annual financial planning checklist

10 year-end personal finance review items for your financial planning.
Which home improvements add the most value?

Important factors that impact resale value and return on your investment.
Here’s What You Need to Know Before Buying a Second Home

There's more to ponder than a second mortgage.