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Category: Behavior

Can I Retire at 60 with $1.5 Million?

Being able to retire at 60 with $1.5 million is a dream for many people. While 60 is a little early, you may be getting fed up with the corporate rat race and ready to be done. You may also be nearing a point where your ability to continue saving is less impactful than the…
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How to Retire with Confidence: A Financial Case Study

Today we will look at a financial case study that offers proof of financial planning’s importance and why it should be a priority. You will also find five key steps to consider for your financial and retirement planning.

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What Makes a Winning Financial Team?

Have a championship financial season every year by building a winning financial team. A few key players can help you stay on top of your financial game.

How to talk to your family about aging

How to Talk to Your Family About Aging

Deciding how to talk to your family about aging doesn’t have to be difficult. These tips can help open the door to having the conversation.

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How to Handle Financial Chores

Just like doing laundry, there are certain financial chores that should be revisited regularly. Here are the top 3 financial chores to keep you on track.

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How to Set Financial Goals

When setting goals for the new year, don’t overlook your financial goals. Making sure you have a solid understanding of what investing means will help when making your plans.

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How to Protect Your Finances

What do a football player and your finances have in common? They both need protection. There is one key question to prepare for financially. What if?

How to best give money

How to Maximize Charitable Giving

When it comes to charitable giving, cash is not always king. Here are 3 ways to maximize your charitable giving in a financially smart way.

How much income do I need to retire

How Much Income Do I Need to Retire?

Plan ahead for your retirement income needs with these 3 easy steps. When completed, you will have a baseline number for the amount of income you will need in retirement.

How much money do I need to retire

How Much Money Do I Need to Retire?

The amount of money you need to retire is highly debated. The truth is, it’s different for everyone. These 5 steps can help you plan the right amount for your specific situation.