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Planning for a Bright Future

About Me

Planning for a Bright Future

When I graduated college, I landed a dream job teaching accounting at a university. For five years I enthusiastically taught my students important accounting principles. During this time, I put a significant portion of my paychecks into a retirement fund. Because I’ve always been extremely conservative with my finances, I invested all of my cash into money market funds. Unfortunately, this decision did not yield great results. Now that I’m older and wiser, I’d like to rectify the retirement mistake I made when I was younger. On this blog, I hope you will discover the best types of funds to include in your retirement portfolio. Enjoy!

Why You Should Consider Hiring a Financial Planner for Your 401k

26 October 2023
 Categories: , Blog

Retirement is something that many individuals look forward to, but not everyone takes the necessary steps to ensure that they are on the right track. A 401k is a popular retirement savings plan, and although many individuals have them, not everyone comprehends how to manage them effectively. A financial planner is an ideal solution for this. In this post, the benefits of hiring a financial planner for managing a 401k will be discussed. Read More 

5 Financial Planning Steps To Keep Your Wedding On Budget

21 March 2023
 Categories: , Blog

The cost of getting married continues to grow. On average, a couple in 2023 may be expected to shell out $29,000 for their wedding festivities. This can put a serious crimp in the budget of many couples, and may even throw their financial plans into disarray for years afterward. What can you do to avoid financial disaster? Here are a few financial planning steps to keep your own wedding on budget. Read More 

3 Rewarding Benefits Of Life Insurance Planning

20 October 2022
 Categories: , Blog

Planning for the unexpected is a crucial part of financial stability. Life insurance can provide financial stability for dependents by replacing lost income and covering expenses such as funeral costs, education, retirement, and mortgages. By reviewing your coverage regularly and making necessary adjustments, you can ensure that your policy fits your family's changing needs and provides them with much-needed peace of mind. This article highlights some of the key advantages of life insurance planning. Read More 

5 Reasons You Should Consider Hiring A Retirement Planning Professional As A Couple

9 June 2022
 Categories: , Blog

When it comes to retirement planning, there are a lot of things to think about. Do you have enough saved up? When should you start withdrawing money? How will you pay for healthcare in retirement? These are all important questions that require careful consideration. One thing that many couples struggle with when planning for retirement is figuring out who will take on the role of the financial planner. It can be difficult to find the right person to trust with such an important task, but it's worth it to have someone who can help guide you through the process. Read More 

3 Areas Of Financial Planning Best Done As A Couple

17 February 2022
 Categories: , Blog

Are you in a committed relationship with a partner or spouse? If so, one key decision that both of you must make is how to mingle (or keep separate) your finances. While this choice is personal and should always be what works best for your own situation, there is one area that should always include some joint planning. When doing financial planning, why is it a good idea to involve both partners in these three vital areas? Read More