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School of Financial Planning

An Estate Planning Checklist

Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely…

2 retirees sitting on a park bench - Why retirees need good credit scores - careers & businesses end, but the need to borrow remains

Why Retirees Need Good Credit Scores

We spend much of our adult lives working, borrowing, and buying. A good credit score is our ally along the way. It retains its importance when we retire.   Retirees should do everything they can to maintain their credit rating.…

Financial Priorities Young Families Should Address

As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but so much changes when you have kids. Parenting presents you with…

Preventing a Debit Card Hack

Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where debit cards were hacked rose 26% from 2015 to 2016. Additionally, the number of compromised cards has steadily risen…

Have a Plan, Not Just a Stock Portfolio

In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in three months.1   An…

How Will You Spend Your Retirement Savings?

You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, health care expenses, and, perhaps, debt reduction. Beyond the basics, you will unquestionably reserve some of those dollars…

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