Welcome to 2025 — a fresh year with fresh possibilities! If you are joining millions of others in setting New Year’s resolutions, do not forget about your finances. There is no better time than now to embark on a journey toward a more secure financial future. The following financial planning resolutions can help you start … Read more
Most people know that a budget is an important step toward achieving financial security. However, establishing a budget is hard work, and sticking to one is even more difficult. Fortunately, there are simple steps you can take to improve your chance of success. The following tips can help. #1 – Calculate your money in versus … Read more
“Estate planning” and “legacy planning” are closely related terms that are often used interchangeably. While both terms refer to planning for how to leave assets to your loved ones after you die, there are some important differences between the two. Estate planning typically refers to financial bequests, while legacy planning refers to the process of … Read more