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What does it cost to have a financial planner? Summer McKellar Senior Research Analyst Registered Representative A general misconception is financial planners only offer services to the rich and famous. Many more individuals don’t meet with a financial planner because...
Creating a system of savings that works Brian Clouden Vice President A great financial plan starts with a defined budget. It’s the perfect way to tell your money where you want it to go while tracking to make sure it gets there. Whether you’re trying to pay off debt...
Why Everyone should have an Emergency Fund Shawn McLaughlin Vice President If you have financial goals that you want to accomplish, you can fully expect there to be bumps along the way. However, there is a way to continue working towards your goals without struggling...
A Guide to Pensions Plans Brian Clouden Vice President Pension Plans date back to 1875 and were a mainstay for American workers for many years. Most people would get a job and stay with a company for their entire careers until retirement and could count on having a...
Protecting your assets from nursing homes Jennifer Jurek Certified Financial Planner™ Understanding and planning for long-term care is a topic that many people simply avoid thinking about. However according to the U.S. Department of Health and Human Services someone...
Estate Planning Isn’t Just for the Wealthy John Clouden Senior Vice President A common misconception is that estate planning is only for ‘the wealthy’. Although it is important for people who have built some wealth to plan to preserve it; estate planning should be...
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