Posts in Personal Financial Management

  1. Retirement Planning: Focusing on the Factors You Can Control

    This post was authored by Will Kelly, Managing Director, at our partner company United Capital Management. The financial services industry tends to focus consumers on the wrong things. Here are a few bits of truth: Your personal financial goals are not directly tied to how XYZ Fund performs against the S&P 500 on a particular […]

  2. The Value of Holistic Retirement Planning

    Your savings won’t be the only thing you need to consider when it is time to retire. Rather, you want to approach your retirement with a clear picture of your entire financial well-being, so ask yourself: Do I know my real net worth? Are my finances in a state of disorder? Do I know my […]

  3. Non-Traditional Long-Term Care Insurance Options

    A recent Associated Press article reports that government figures show nearly 7 in 10 Americans will need long-term care at some point after they reach age 65, whether it’s from a relative, home health aide, assisted living or a nursing home.

  4. Income Riders: A Different Retirement Philosophy for Baby Boomers

    According to the Pew Research Center, just over a quarter of the total U.S. population are “baby boomers,” which refers to the dramatic post–World War II baby boom from 1946 to 1964. And if you are one of this 26% and preparing for your retirement, then you are most likely aware that you are facing very different […]

  5. Why You Need to Make Beneficiary Planning a Priority

    Financial planning is instrumental to creating a successful future for you and your family.

  6. The Why and How of a Household Budget

    Financial stress is a burden felt by people of all ages, backgrounds and professions. As a young professional, I often find myself wondering “where did my paycheck go so quickly?” According to a recent study by the American Psychological Association (APA), work, money and the economy are the biggest cause of Americans’ stress. But for financial […]