Deciding whether to pay your mortgage off early or continue making payments into retirement goes beyond the numbers. Here are the 5 factors to consider and how to decide for your individual situation.
Second Quarter Global Prosperity Report
In today's rapidly changing financial landscape, staying informed is more crucial than ever. John’s latest economic update dives into the key trends and insights shaping the markets in the 2nd quarter of 2024. Whether you're a seasoned investor, business owner or just curious about the economy's direction, this analysis provides the essential information to keep you ahead of the curve.
3 Mid-life Money Moves to Keep Your Financial Future on Track
Those mid-life years can be crazy. Between growing your career, raising a family, helping your aging parents, paying off debt and saving for college, all while trying to just enjoy life while you’re still young, it can be easy to put off making moves to ensure you’ll be able to retire. Here are three key money moves to make in your 40’s and 50’s that will keep your options open in your 60’s and beyond.
Peach & Blackberry Cobbler
Caring For Your Aging Parents
Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their entire lives with little or no assistance from family or friends, but today Americans are living longer than ever before. It’s alwasy better to be prepared.
Can You Start a Roth IRA for a Child?
You may be surprised to learn that you can open a Roth IRA for a child, as long as you can establish that they have earned income. By following a few best practices, you can begin establishing a healthy financial future for the children in your life while also teaching them the value of hard work early on.
Estate Planning: An Introduction
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.
What it Takes to Truly Enjoy Financial Freedom
Keeping it Between the Lines
We’ve built dozens of what we call “Prosperity Plans” over the years. If you haven’t worked with us before, its what we call a financial plan…but it’s a little different than what you might have experienced elsewhere. It’s meant to be a guide and a decision-making model…not something that is etched in stone. Speaking from experience, few plans turn out exactly as they are initially built. Hey, life happens!
