Financial Planning

Financial perspectives

What are liquid assets?

How to get cash without dissolving investments

Leveraging the assets in your investment portfolio can provide quick access to cash.

Should I buy a vacation home?

Seven questions to ask before you make an offer.

How to set financial goals in 5 steps

Setting and working toward financial goals becomes easier when you reflect on your intentions.

6 year-round tax tips

Thoughtful planning year-round can help you reduce your tax liabilities.

Financial planning for families with a disabled child

Caring for a disabled child often requires more from your finances. These five steps can help you plan for your family’s financial future.

Financial planning for divorce: Dividing money after a split

One of the many challenges of divorce is dividing assets with your former spouse. But, with proper planning, you can take charge of your financial future.

How to pay for college?

With the significant cost associated with higher education, you need to take advantage of opportunities to save in advance.

Financial planning tips for the sandwich generation

Three tips on how to take care of your own finances while financially supporting others.

Financial planning for singles

As a one-person household, your financial equilibrium is in your hands. Set yourself up with these tips.

Combining finances after marriage

If you’re remarrying and have children, it pays to assess your finances before you say “I do.”

Strategies for navigating family financial conversations

Talking with loved ones about money can be complex. Here are some strategies to navigate the topic with tact as you plan your family’s financial future.

The real impact of the Tax Cuts and Jobs Act

Two ways you may be able to benefit through 2025.

What should you do with extra cash?

Before you use it to treat yourself, consider the ways a cash surplus can help you improve your finances.

What is alternative minimum tax (AMT)?

The AMT was created to make sure wealthy taxpayers pay their fair share of taxes. Here’s how it could affect you at tax time.

How insurance planning can help protect your legacy

An insurance policy can be as unique as you are. Finding a policy suited to your needs may help you reach your goals and safeguard your financial legacy.