You "Gotta" Have A Plan!
"Nothing Is More Beneficial To One's Financial Situation than Having A Clear, Accurate Financial Plan In Place. A Plan That Takes You From Where You Presently Are... To Where You Want To Be, When You Want To Be There."
You "Gotta" Have A Plan!
"Nothing Is More Beneficial To One's Financial Situation than Having A Clear, Accurate Financial Plan In Place. A Plan That Takes You From Where You Presently Are... To Where You Want To Be, When You Want To Be There."
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.