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School of Financial Planning

Estate Planning - Probate - Wills - Trusts - Power of Attorney

Talking to Your Heirs About Your Estate Plan

Only 42% of Americans have drawn up a will and estate plan. Far fewer have shared these documents with their heirs. What about you? Are your estate planning documents in place and up-to-date? Do your heirs know where they are and what steps to take at your passing? Read this article to find out if you are prepared.

what to keep? shredded paper with "confidential"

What Documents Should You Keep for the IRS?

As you were gathering your records to prepare your 2017 taxes, you may have wondered exactly what you need to keep and for how long. This article provides some guidance.

Are you ready for retirement - $100 bills

How Retirement Spending Changes With Time

Are you getting close to retirement and wondering what your spending patterns will be once in retirement? This article provides some insights.

Financial Professional Mark McGarvey of Meld Financial

Why Having a Financial Professional Matters

Do you need an advisor to help you make wise decisions about your retirement savings or other investments? This article explains how an advisor can help you determine what’s important for your financial well-being.

man chasing money flying away, trying to catch with net

For Retirement, Income Matters as Much as Savings

An essential component of planning for retirement is determining where you’ll get income from to live on. This article lists six retirement income sources, besides Social Security. How many of them do you have?


Avoiding the Money Pitfalls of Past Generations

Your parents may have passed along to you some great financial skills, but their skills may not get you where you need to be at your retirement. A good financial plan can help you determine the best steps for you to take for a secure financial future. Click the image below to read our latest article and learn more.

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