How Planning Helps You Through The 3 Stages Of Retirement

16 May 2022
 Categories: , Blog

Good planning for retirement boosts the likelihood that you'll have a successful, happy retirement period. This isn't just a general rule of thumb. Specific planning steps will help you in different ways during the three common stages of retirement. What are these? And how can you leverage planning to avoid typical problems during them? Here's what you should know.  1. The Honeymoon Stage When a person first retires, they often go through a joyous honeymoon-like period of freedom and leisure. Read More 

5 Roles of Asset Protection in Wealth Management

8 March 2022
 Categories: , Blog

Are you worried your wealth is vulnerable to different risks? Wealth depletion can happen because of threats from political upheaval, legal suits, family mismanagement, adverse taxes,  and inflation. Asset protection is a legal term that refers to taking steps to safeguard one's assets from these threats. Asset protection is a key pillar of wealth management to ensure longevity and growth. So, what role does asset protection play in ensuring your wealth is sustained? Read More 

3 Benefits Of Hiring A Financial Planner

29 November 2021
 Categories: , Blog

The best way to manage your finances is to make informed decisions that ensure your money is always working for you. That's why you shouldn't think twice about hiring a financial planner if you aspire to financial freedom in the future. Engaging financial planner services ensures that you don't deplete your resources eyeing short-term gains at the expense of your long-term financial goals. It's quite possible to live your best life right now and still have a financially secure future when you partner with a professional with financial foresight. Read More 

5 Ways To Use Your Tax Refund For Future Tax Savings

24 September 2021
 Categories: , Blog

Are you expecting a tax refund this year? While many taxpayers spend their tax refunds right away on frivolous things, smart savers can use their refunds to fund even more tax savings. This could boost your financial plan in the long term. What might you choose to do with your refund to bolster future tax savings? Here are a few great choices.  1. Contribute to an IRA Contributions to a traditional IRA are not taxable the same year in which you make the account. Read More 

What To Expect During A Credit Counseling Session

6 August 2021
 Categories: , Blog

Credit counseling agencies are businesses that educate the public about how they can take control of their finances and handle current and future debts in a responsible manner. If your poor payment history has resulted in charge-offs and the inability to secure any new credit cards, consulting with a counselor may help you overcome your negative credit rating. The Initial Consultation Many consumers choose to speak to a credit counselor if they have incurred a lot of debt that is interfering with their livelihood or if they are having difficulty being approved for a loan or a line of credit, due to a poor credit score. Read More