Financial Planning

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

Here are the answers to some of the most common investment questions you’ve always wanted to ask.

Here are the answers to some of the most frequently asked financial questions.  

I’ve just started my first job.  Do I really have to start saving for retirement now?

Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some experts consider a reverse mortgage a last resort of sorts, depending on your own financial situation, a reverse mortgage may be helpful.

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

Retirement can sneak up on you.

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog or cat parents in minutes.  With animal shelters across the U.S. frequently at their max, there are a record number of dogs and cats available for adoption.

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.

But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.