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.
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.
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.
Worried that the stock market may bottom out and wipe out your nest egg? Having a good financial plan can help you make wise decisions about your future. Read our latest article to learn more and register for our next event.
We all have financial concerns, and a financial plan will bring those concerns to the surface and provide the means to address them. A “Financial Plan” is a framework of your financial situation. It assesses where you currently stand, defines what you are trying to achieve, and provides direction to financial decisions. Financial Planning is […]
For most of us, the increase in insurance premiums has taken a major hit on our monthly budget. Trying to navigate the ever changing insurance marketplace to find the policy that works best for you and your budget can be overwhelming. Unfortunately, the increases will impact us yet again for the 2017 year for those […]