financial planning

Expect To Change Your Approach to Finances As You Age

For most people, the exercise and nutrition habits that work best for them in their 20s can change during middle age and again during the retirement years. This pattern holds true for personal finances, too. The things we should be doing in our 20s to stay financially healthy aren’t necessarily the same later in life. With that idea in mind, I’ve listed a few guidelines — an age-appropriate do-to...

Calling in the Experts: When to Seek Professional Money Help

You don’t have to be a millionaire to need professional money help.  Just about everybody can benefit from some professional guidance when it comes to things like saving, investing, and planning for the future.  But if you’ve never worked with a financial professional, the whole idea can seem a little overwhelming.  What kinds of things can you get help with?  And when is the right time to seek help? ...