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!

3 Rewarding Benefits Of Life Insurance Planning

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

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

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