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Why You Need a Financial Planner More Than You Think

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Why You Need a Financial Planner More Than You Think

Do you think you have too little money to need a financial planner? My name is Evelyn, and I have worked with a personal financial planner for the past seven years. I want to tell you that even if you have only a small income and very little money, you can use the services of a financial planner. I'll explain how investing even the smallest amount of money can help you become wealthier over time. I'll go over investment strategies and let you know how to find the best rates for your situation. I hope I'll convince you that hiring a financial planner is a move that makes sense.

2 Issues Self-Employed People Need To Discuss With Their Financial Planner Regarding Retirement

9 December 2016
 Categories: , Blog

If you are self-employed, you are going to have to make decisions about funding your retirement accounts. Unlike people who work for companies with 401k programs, or individuals who work in a field where there is a pension program, retirement planning when you are not an employee is a bit different. On the one hand, you don't have matching contributions, like many 401k based employees have, but on the other, you also have more freedom to invest. Read More 

Should You Use A Large Inheritance To Pay Off Your House Mortgage?

6 December 2016
 Categories: , Blog

If you recently received a large sum of cash from an inheritance and have enough to pay off your mortgage, should you use all this money to pay it off? This is a big question to ask, and it might be something you should seek professional advice about. There are pros and cons with using the cash you have to pay off your mortgage, and here are some of them. Read More 

Tips for Financial Planning on Social-Security Retirement Checks

21 November 2016
 Categories: , Blog

Not everyone is lucky enough to retire with a large pension or a bursting retirement account. For many, social-security payments play a major role in their retirement income. If you fall into this group, then the following tips can help you with your financial planning so that you can maximize your social-security benefits. Tip #1: Plan for a later retirement You can increase the amount of your monthly payment by putting off withdrawal for a few years. Read More 

Planning Retirement Soon? When May You Want To Convert An IRA Or 401(K) To An Annuity?

14 November 2016
 Categories: , Blog

Planning your finances for retirement can sometimes feel like playing a game of darts in the dark—the idea of predicting your expenses twenty to thirty years into the future can seem mind-boggling when you consider the cost of a gallon of gas or loaf of bread during your early working years. And while keeping your money invested in the stock market during an uncertain future can be nerve-wracking, putting your assets into cash now is a sure way to lose your nest egg to inflation. Read More 

Why Airplane Pilots Need To Talk About Financial Planning With Their Significant Others

14 November 2016
 Categories: , Blog

The median airline pilot salary, as of May 2015, is about $117k. It's enough money to get into serious financial trouble. Either the pilot, or their spouse, can initiate that trouble if they're not on the same page about finances. Establish Financial Goals An airline pilot can retire at 65. Until then, they will need to make sure their finances are sustaining them in the present as well as in the future. Setting realistic financial goals helps in both those aspects. Read More