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School of Financial Planning

what's your goal written on a piece of paper stuck to a corkboard with a pushpin

Set Goals as You Save & Invest

Saving is important. In fact, it’s critical to securing your financial future. But to be successful, you need to set goals. This article tell you why.

Credit Scores are seeing a boost

Credit Scores are Getting a Boost.. That’s Good, Right?

You may have heard that some personal credit scores have a seen a recent boost. That sounds like good news, but it’s not quite that simple. Read our latest article to learn about these changes and how they could impact you, even if you already have a great credit score.

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What Women Shouldn’t Retire Without

Women typically live longer than men, so they especially need to make wise decisions when it comes to claiming their Social Security benefits, investing and spending their retirement nest egg. This article provides some insights to consider.

Early Retirement - Next Exit

The Retirement Mindgame

Planning on retiring early? Your perceived retirement date could have a significant impact on your financial well-being. This article provides some insights on things to consider if you are targeting an early retirement date.

Estate Planning Checklist

An Estate Planning Checklist 2018

Here’s a simple Estate Planning checklist, but do-it-yourself is not recommended. Join us on May 15, 2018 from 5:45 to 7:30 PM at the Birmingham Botanical Gardens as Lynn Campisi, J.D., LL.M, a Certified Elder Law Attorney, will be our guest speaker on Estate Planning.

Estate Planning written on a notebook by a pen and a house

The Importance of Equitable Estate Planning

Confused about how your estate planning documents should be drafted so that you have an equitable division of your assets? This article provides some insights.

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