Time to Tune Up Your Financial Plan
There are fundamental steps you can take to get on track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or Continue Reading →
Category Archives: Personal Finance
Working From Home Can Save You Money. What Should You Do With It?
There are challenges to remote work, but the ability to spend less on work-related expenses is one of the rewards. As the coronavirus pandemic disrupted office life, many workers found Continue Reading →
Tips for Managing Your Small Business Through Trying Times
An economic downturn can make the challenge of running a small business even harder. Here are some ideas to help you keep your doors open and your dream of small Continue Reading →
Protecting Your Nest Egg When You’re Unemployed
Don’t let a job loss derail your financial future. Consider these steps to help you stay on track to your long-term goals, even when short-term unemployment happens. Unemployment is often Continue Reading →
Your Emergency Fund: How Big Should It Be? When Should You Use It?
If you think of your finances as a house, your emergency fund would be the foundation. It’s the first step you take in building a strong financial life. Life can Continue Reading →
Tempted to Tap Your 401(k)? Ask These Questions First.
Early withdrawals from retirement accounts are not only costly, they can disrupt your financial future. Think about the long-term consequences before you tap your 401(k) for an emergency expense. Your Continue Reading →
2020: Midyear Outlook
To put it mildly, 2020 has been an extremely challenging year so far. Despite the uncertainty we’re all facing, there are some positive signs for the future. LPL Research’s Midyear Continue Reading →
Thriving in Volatile Markets
Understandably, I have been getting questions from clients about the market swings we’ve seen in recent months–what are the causes? How do markets respond to big events, and why is the Continue Reading →
Avoid COVID-19 Scams
Scammers, fraudsters, and other criminals are taking advantage of rapidly-changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets Continue Reading →
Easy and Fun Ways to Teach Your Kids the Value of Money
You can’t overestimate the value of teaching your young children about managing money. The trick is to make the lessons fun and applicable to their daily lives. You want to Continue Reading →