3 Situations Where Meeting with a Financial Adviser Is Helpful

21 March 2018
 Categories: , Blog

Meeting with a financial adviser for financial planning can help you out a great deal with your finances. Here are three situations where meeting with a financial adviser is very helpful.  Before a Big Financial Event  A great time to meet with a financial adviser is before any big event that has an impact on your finances. This may be before you get your first job so that you can learn how to actually handle money, or it may be before you leave for college so that you can learn how to pay all your bills on a small income. Read More 

Popping The Question? 5 Financial Planning Steps To Take As A Couple

13 February 2018
 Categories: , Blog

Getting engaged? Congratulations! And now that you're preparing for your future together, it's time to sit down and start tailoring your financial planning to your new outlook as a couple. To get started together, here are 4 things you should do next. Change Beneficiaries. Beneficiary designations tend to be easily overlooked, but changing them is often not difficult. You may be able to do it online or with a single new signature, so it's an easy way to begin. Read More