August 13, 2017

Financial Pros and Cons of Relocating for Work

You just interviewed for a job with an out-of-town company. Or maybe your current employer set the wheels in motion needing you to relocate. Whatever your situation, before you pack your bags and head to a new city there are a few financial decisions you may want to consider before relocating for work.
August 4, 2017

Long-Term Care: Making Preparations for the Future

Most Americans aren’t prepared when it comes to long-term health care. Whether it’s the care of a loved one or your own, long-term care is something we should all be prepping for. In previous generations, elderly parents and grandparents could count on moving in with relatives when they were no longer able to live alone. However, today’s ever-changing family dynamics means many Americans are reluctant to burden their families with caregiving duties.
June 5, 2017

Keep your Beneficiary Statuses Updated

Marriage is a bond that not only ties your hearts but your finances too. Recently, a client that lost a spouse asked me, “What should I do with the money?” There are many answers to this question and it depends upon your own personal situation. In this particular case, both spouses were previously married to other people. One ended in death, while the other ended in divorce. So obviously this was a blended family. When the wife passed, she left the money in her IRA to the husband. His primary concern was how do I take this money and divide it among the beneficiaries? That’s why it’s so important to keep your beneficiary statuses updated on all important accounts and legal documents.
January 12, 2017

24 Investing Statistics You Must Know

As a CERTIFIED FINANCIAL PLANNER™, I’m constantly communicating with investors who develop ideas and opinions about the stock market. I truly understand their angst. I too struggle to make the best decisions with my personal funds, which is why I hired a financial planner for myself! With all the uncertainty that surrounds the market, we decided to put together a list of 24 of the most interesting investing statistics we think you need to know before diving in.
January 5, 2017

33 of the Worst Financial Decisions You Can Make

As a CERTIFIED FINANCIAL PLANNER, people ask me all the time: “Hey Justin, what financial advice would you give me since I am just starting out?” I thought it would a great article to give you my list bad financial decisions that I see people make so very often. 
December 19, 2016

Your Complete Guide to Hiring a Financial Planner

Whether your goal is to go on a vacation once a year or start your own business, everyone has dreams that they wish to achieve. Although there are some key factors that contribute to these goals, there are none more so than good financial planning. By planning your finances, you will know what money you earn, what you spend, and ultimately, how far away you are from your dream. With that in mind, we are going to take you through the key things to consider when looking into hiring a financial planner. Sure, you could go it alone but wouldn’t a financial planner be a much easier route? Well, this is exactly the type of question we will be asking as well as how you should look for a planner and what information you will need.
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