In many households, one spouse or partner tends to be more involved in the money management than the other. But ultimately, regardless of what your relationship (or your parents’ relationship) looks like, it’s very important that both people are in the loop about their finances. Why Financial Education Matters The reality of life is that […]
How to Prepare for a Financially Successful New Year
The key to a financially successful New Year is planning and preparation, and now is a great time to get ready for 2022. Review Your Year It’s difficult to move forward without knowing your current strengths and weaknesses, so spend some time looking back at the past year, or the past few. What goals did […]
Changes to 2021 Account Limits
As we enter the last quarter of the year, there is still time to contribute to certain accounts before 2022. Because some of the maximum account limits changed from last year, and some haven’t, here’s a quick review of those limits and when you need to contribute: 2021 Account Limits: HSA For your health savings […]
Take Stock of Your 2020 Finances
Whenever we come to the end of the year, I always recommend looking back at your finances to see what areas are in good shape, where you may have come up short, and what you want to do differently next year. This review is especially important for your 2020 finances. If you still have them, […]
4 Questions to Ask Before You Hire a Financial Planner in NH
When you hire a financial planner in NH, you are putting a ton of trust in that person. They’ll have access to all of your financial information, and they’ll be advising you on very important (and expensive) life decisions. It’s critical that you work with someone you trust, and someone who has your best interests […]
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