What’s Wrong with the FIRE Movement?

FIRE stands for Financial Independence, Retire Early. It’s a lifestyle movement of people who commit to a program of extreme savings and investment so they can retire much sooner than they would on a traditional plan. Embracing the FIRE movement includes saving as much as 75 percent of your …

Investing in Your Child’s Financial Future: Helping Kids Develop Strong Money Management Skills

Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.

Financial Literacy: What’s Your Return on Life?

by: Michelle Ogden, CFP®, CRPS®, CKA® Financial literacy is about so much more than money When people talk about financial literacy, they tend to think in terms of money—of income, expenses, budgets, investments, and return on those investments. There’s so much more to financial literacy th …

How Your Beliefs Drive What You Do

by: Michelle Ogden, CFP®, CRPS®, CKA® Though you may not be consciously aware of them, your deep-seated beliefs override what you know and influence your actions To understand how your beliefs impact your life, let’s examine the knowing, believing, and doing continuum. You start with knowle …

Why Haven’t You Retired?

by: Michelle Ogden, CFP®, CRPS®, CKA® Why Haven’t you Retired? As a wealth advisor, I spent a lot of time doing what is popularly called retirement planning with my clients. The goal is to make sure they have a sufficient income to fund their desired lifestyle after they are no longer worki …

Ready for a Change?

by: Michelle Ogden, CFP®, CRPS®, CKA® Use reflection & small positive changes to enrich your life Each morning, I sit with my journal and ask myself, “What would make today great?” and each evening I ask myself, “How I could have made today better?”

Financial Resolutions to Take Into the New Year

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More

Craig Lemoine, Director of Consumer Investment Research      Ask kids what they think money is, and you get some interesting responses.  Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …

The Opportunity in Change: How Changing Goals Change Financial Plans

During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …

When Shifting Goals Mean Shifting Plans

Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan? Use this checklist to evaluate your goals and decide when it’s time to contact …

How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

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