About Me

Working On My Financial Plan

When you think about the future, it can be easy to focus on upgrading those kitchen counters or replacing those appliances instead of saving for your retirement. After all, since your retirement is decades away, how much could your meager contributions matter down the road? Although it might be easy to undermine the importance of savings, a little financial planning can go a long way. I have studied the importance of financial planning, which is why I want to spread the word about wise and prudent practices. Check out my website for helpful tips for saving, spending, and making a plan for your future.

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4 Reasons to Consider Professional Wealth Management

Posted on 4 February 2022

For those seeking to increase and maintain their wealth, wealth management can be a valuable service. Many companies offer these services designed for high net worth individuals such as providing tax planning and assistance with estate planning. This is not limited to simply providing suggestions on how an individual can make more money through investments but also encompasses the entire process of seeking financial independence. Here are the top five benefits of utilizing professional assistance in creating and maintaining a comprehensive investment plan: [Read More]

5 Ways Moving States In Retirement Affects Financial Planning

Posted on 1 December 2021

Do you want to move to a new state before or upon retirement? Many retirees look forward to moving to a warmer climate, a quieter region, or somewhere closer to family. But how might the move to a new state affect your financial planning? Here are five of the most important things to do for a financially successful move. 1. Learn About New Tax Rules. Each state has its own tax rules in addition to the federal tax rules. [Read More]

5 Ways To Increase Your Credit Score

Posted on 27 September 2021

Having a decent credit score is essential, as it allows you to access things such as loans at affordable rates. If your credit score is low right now, there are steps you can take that will allow you to repair and improve your credit score. 1. Start By Reviewing Your Credit Report The first thing you need to do is pull your credit report. Don't just pull your credit report from one reporting agency; get it from all three. [Read More]

Asset Protection Strategies

Posted on 9 August 2021

Your assets are the products of hard work and persistence. More importantly, your assets are your legacy and that of your business or family. However, most assets are vulnerable to lawsuits, expensive divorces, creditors, and more. Today, almost all businesses and professions are vulnerable to lawsuits. The best way to guard your properties against deliberate or unintentional attacks is to explore the options below early enough. Trusts Trusts are some of the most complicated items for lawyers, claimants, and creditors to crack. [Read More]