We often make decisions based on expectations about the future, but the future is never as expected. It can be better or worse, but almost never as we expect it. A sound financial plan addresses [...]
We make gift lists for friends and loved ones, so why not a list of gifts for our future selves? At its heart, financial planning is a list of things you can do today to improve your future.
Tax considerations affect virtually all areas of a financial plan, including retirement, education, investment planning, insurance planning, and estate planning. Learn some tax planning tools to [...]
Goals-based investing uses the information contained in each individual goal, including their value, priority, and time horizon, to build a dedicated investment portfolio for each goal. This [...]
We can understand inflation dynamics with simple supply and demand concepts. While we hear a lot about supply chain issues causing inflation, most policies implemented are demand driven. Under [...]
Let’s face it, for most people, the first half of 2022 has not been the best from a financial perspective. Inflation has been around 8% for some time, with little signs of slowing down so far, [...]
The cost of living has been increasing at an unusually high rate. What does this mean for your future investment returns? Read our guide to dealing with inflation.
While the Fed and inflation can make headlines, financial adviser Massi De Santis says it’s not obvious that you should be changing your long-term financial plan and your investments as a result [...]
Inflation is one of the major known risks for retirees or those approaching retirement. Unexpected inflation can lower the real return and can exacerbate what is known as sequence risk.