Scroll to top

School of Financial Planning

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…

The Rough Consequences of Not Saving for Retirement

Saving for retirement may seem a thankless task. But you may be thanking yourself later. Putting away a percentage of one’s income, money that could be used for any number of bills or luxuries, is a sacrifice made in the…

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR

The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level…

Managing Money Well as a Couple

When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good…

Comprehensive Financial Planning: What It Is, Why It Matters

Your approach to building wealth should be built around your goals & values.   Provided by Meld Financial, Inc.   Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read…

1 2 3 5