by Jennifer Tompkins | Mar 25, 2022 | Personal Finance
Thoughtful planning may help avoid unnecessary surprises and make your transition into retirement less stressful. Whether you’ve been planning for decades or only a few months, here are some essential items. Spending Plan A budget or “spending plan” is...
by Jennifer Tompkins | Mar 2, 2022 | Personal Finance
Investing or planning for retirement? It’s important to choose an advisor who prioritizes your goals for decades to come. If you find the search to be a bit overwhelming, you’re not alone (check out our Financial Advisor Checklist for help!). To avoid extra costs and...
by Jennifer Tompkins | Jan 20, 2022 | Personal Finance
Which account is most appropriate for meeting your personal goals? There are many account types with different features and benefits. Some may be more or less beneficial for you depending on your goals and your financial situation. For many investors the terminology...
by Jennifer Tompkins | Dec 15, 2021 | Personal Finance
Finding the right financial advisor can be a challenging process. You want to work with someone who has the right credentials and relevant experience to help simplify your financial life and put you on a path to reach your goals. Whether you have a referral from a...
by Jennifer Tompkins | Nov 22, 2021 | Personal Finance, Taxes
The latest proposals to reform current tax laws have been atop the headlines for quite some time. How the rules may or may not change is yet to be determined. Furthermore, how those rules change throughout the rest of your life is highly unpredictable. Therefore,...
by Jennifer Tompkins | Oct 18, 2021 | Personal Finance
The “right” time to talk to a financial advisor is different for everyone. Some advice you’ll read on the internet says to hire an advisor once you can save 20% of your income. A more helpful way to approach this question is to list your financial goals and how you...
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