Category: Financial Planning

finances after marriage

Most Americans–80% plus–get married at some point in their lives. And for those who do, it’s likely both a big decision and a huge shift in their way of living. Amidst the joy of a pending or established marriage, it’s important to remember that your new union has implications for…

emergency fund

Life is fraught with uncertainties and the unexpected, which is why an emergency fund is a must for every individual or household. As part of a sound financial plan, your emergency fund functions as a personal safety net or buffer, there to catch and cushion you when life’s path gets…

Financial advisor consulting

The financial industry is a vast space, filled with many specialized firms, businesses, and experts. It can be daunting for a professional, let alone an informed layperson. Navigating the world of finance involves an understanding of the roles the various professionals involved play, a key indicator of which is the…