It’s More Than An Analysis of Your Investments

It’s More Than An Analysis of Your Investments

When you hear the term “financial plan” what comes to mind? Most people think immediately about investments. But did you know that’s only one part of a financial plan? A comprehensive financial plan focuses beyond investments. It calculates your net worth, after-tax...
Personal Finance Tips | Recap Apr 2016

Personal Finance Tips | Recap Apr 2016

One of the 5 P’s of Life is “Personal Finance” – your money. While money isn’t everything, it helps you achieve the lifestyle you want to live. Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter....
Why Do I Need A Financial Plan?

Why Do I Need A Financial Plan?

During college, you probably followed your college’s catalog which identified which classes to take in order to attain your goal – your degree. Unfortunately, life doesn’t come with a catalog to show you how to live. There’s not even one for your career path – unless...
Money and Marriage – 5 Steps to Take NOW

Money and Marriage – 5 Steps to Take NOW

Sara and Joe married in June. They dated for 5 years prior to marriage but never lived together. They briefly talked about money before marriage but had no serious discussion about spending and saving. Now that the wedding is behind them and they are adjusting to life...
Money and Marriage – 5 Steps to Take NOW

Money and Marriage – 5 Steps to Take NOW

Sara and Joe married in June. They dated for 5 years prior to marriage but never lived together. They briefly talked about money before marriage but had no serious discussion about spending and saving. Now that the wedding is behind them and they are adjusting to life...