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School of Financial Planning

Mentally preparing for retirement

Mentally Preparing for Retirement

When planning for retirement you often think of the necessary financial resources. On the other hand, few have considered the mental challenges.

Calculating medical costs in retirement can be difficult

How Much Will You Spend on Medical Expenses in Retirement?

Out of pocket medical expenses in retirement have been estimated by the EBRI to be in excess of $350,000 for many couples, a shocking figure for most.

How much money do I need to retire?

How Much Do I Need to Retire?

The amount of money you need to retire depends on many factors. In this article we focus on those factors that can impact your retirement plan the most.

Preparing your child to leave for college can be exciting and stressful. Be sure to prepare these 3 documents.

Important Document to Prepare Before Your Child Leaves for College

Preparing your child to leave home for the first time can be a daunting task. You’re probably focused on supplies and housewares, but don’t forget these 3 critical documents.

A checklist of qualities to look for in a good financial advisor

The 5 most important qualities to seek in a financial planner

Looking for a good financial planner? We’ve compiled a list of the top qualities to look for as you search for the right advisor for you.

Wealth managers are key to your investment strategy.

5 Characteristics of a Quality Wealth Manager

Looking for a good wealth manager? We pulled together our list of the 5 most important qualities to look for as you start your search.

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