Financial

Your Annual Financial To-Do List for 2017

Things you can do before & for 2017. What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals as well. What can you do to lower your 2017 taxes? Before the year fades away, you have...

How Gen X’ers Can Get Their Retirement Savings Back on Track

Steps that may help to address a savings shortfall. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Were you born within the years 1965-1980? That makes you a member of Generation X, and it means you are between ages 35-50. Gen Xers now constitute “the sandwich generation” – how time flies.1 Broadly speaking, GenX is the first generation that has had to save for retirement without traditional pension...

Comprehensive Financial Planning: What It is, Why it Matters

Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Your approach to building wealth should be built around your goals & values. Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what does that phrase really mean? Just what does comprehensive financial planning entail, and why do knowledgeable investors request this kind of approach?...