First, let’s answer the question, “Why do you need a financial plan?”
Financial planning takes the uncertainty out of financial decisions and helps you discover the tradeoffs inherent in all options so you can get the most from your financial resources and, hopefully, your life.Read More
Most women we meet go through the accumulation phase of life without a defined strategy to fund both their annual expenses and their long-term needs. They have not charted a basic financial course that will balance their life today with saving and investing for the future.Read More
News of greed and misdeeds in the financial services field has caused investors to be skeptical. They may suspect a conflict of interest everywhere. Trust takes time to build and it is easy to break. Whether you are evaluating financial advice or seeking an advisor to collaborate with you in developing your own financial plan, look for:Read More
Health care expenses can rise with longer life, which is a big concern when planning for retirement.
You may have seen the recent headline where a 65-year-old couple retiring in 2014 will need approximately $220,000 to cover medical expenses in retirement even with Medicare insurance coverage, according to Fidelity’s recent health care cost estimate.Read More
