Planning Priorities: Making New Year’s Financial Resolutions Stick
Managing Associate K.C. Smith, CFP®, CEPA, provides some tips on how to make New Year’s Financial Resolutions that you’ll be able to keep.
Hindsight Is 2020: What Will You Do Differently This Year?
People make financial decisions all the time, and sometimes these decisions don’t pan out as intended. Hindsight is 20/20, of course. Looking back, would you change anything?
How Do I Develop a Spending Plan?
Your spending plan is essentially your budget. By using a more positive name, you can escape the feeling of restriction that often accompanies the term “budget.”
Plenty of Opportunities for Year-End Planning
The “Money Talks” experts provide listeners with some useful year-end planning tips that cover estate, tax, investment, and financial planning.
How Can I Manage My Holiday Spending?
Learn tips to help you make sure your spending remains in check this holiday season.
Planning Priorities: Financial Planning for End of Year
Senior Associate Jarrett McKenzie, CFP®, CWS®, highlights some of the important year-end financial planning items that should be addressed before the chaos of the holidays begin.
New Year: Time to Get Your Financial House in Order
Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a common trend at the beginning of the year: getting one’s financial house in order. They discuss the ideal debt-to-income ratio, how it affects your ability to get a mortgage, and how to improve your debt-to-income ratio.
In the News: Tactical year-end financial moves to help improve your financial situation
Bil Lako, CFP®, explains that if you own stocks or mutual funds, there are some moves at year-end that might help your financial situation.
Tactical Year-End Financial Moves to Help Improve Your Situation
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Melanie Wells, CFP®, to take a closer look at some of the year-end financial moves you can make.
Are You Ending 2016 Healthy, Wealthy and Wise?
Just as you see your doctor yearly, think of a year-end review as an annual physical for your money. We explain in this week’s Financial Tip.