October is National Financial Planning Month, so it’s the perfect time to assess whether there is actually any planning in your finances. Maybe you’re saving every month, but you don’t know how much. You’re putting money away for retirement, but you’re not actually planning for retirement. You’ve got a couple investments, but you don’t put […]
When You Should Not Refinance
In our last post, we talked about how to take advantage of low mortgage rates through refinancing. Refinancing at the right time can save you a hefty amount of money over time, so it’s absolutely worth looking into when the rates are low, like they are currently. But refinancing doesn’t always pay off. […]
Monthly Memberships – The New CFP Format
You pay a monthly membership for your gym membership and your Netflix account…why not your financial planner’s services? There’s a new wave of planners offering just that. Here’s what you need to know: Hourly Vs. Monthly Fees Charging by the hour has been a common payment approach with certified financial planners (CFP.) But […]
Four Misconceptions about Working with a Financial Planner
Working with a financial planner is an investment of your time and money, so naturally, you’re going to want to do your research ahead of time. But while you’re looking for your ideal CFP, keep these common misconceptions – and their truths – in mind: 1. Only rich people need financial planners. Many […]
Selecting the Best College Savings Plan for You
College tuition prices continues to climb, so keeping your child’s future education costs in mind is a smart idea. The sooner you begin saving, the better return you’ll have on those savings. There are different ways to save for college, and they each have their strengths and pitfalls. Planning for your child’s education can be […]
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