How Your Advisor Can Build a Plan Based on Your Values
Your values drive every decision you make in life. So, what does that mean for your financial plan?
6 Key Financial Considerations for Unmarried Couples
As many committed couples are choosing to forgo marriage, it’s becoming more common for wealth advisors to receive questions on the financial planning implications. According to the most recent U.S. Census Bureau’s annual America’s Families and Living Arrangements study, the number of unmarried couples has grown from 4.1% in 2001 to 8% in 2021. Despite this increase,…
Four Steps to Set Yourself Up for Financial Success
2021 – 05/06 by Kurt Wunderlich Making big, hairy, audacious goals is easy. Achieving those goals by yourself is much harder. Nearly everyone has had some experience with just how difficult successful personal or financial change can be, and especially sticking with it over time. For evidence, look no further than the infamous New Year’s…
Financial Planning is About Your Life, Not Your Account Balance
2021 – 04/14 What comes to mind when you hear the term financial planning? For many people the idea of financial planning comes with lots of baggage. The term may bring to mind investments, budgets, cash flow planning or unfamiliar financial jargon. Maybe you imagine sitting and pouring over piles of paper representing your financial…