by munnmorris | Nov 10, 2022 | estate planning, Helpful Resources
Estate planning is an important topic that all families should discuss. By having a conversation with your parents about estate planning, you can help ensure their wishes are carried out after they pass away. There are a number of different things to consider when...
by munnmorris | Nov 8, 2022 | Financial Journeys, Financial Planning, Helpful Resources, Long Term Care
We all have goals for ourselves, and we all are familiar with laying out plans to accomplish those goals, mental checklists of steps we have taken or need to take in order to get where we want to be. But what about the goals we have for our children or other family...
by munnmorris | Jan 4, 2022 | Budgeting, Financial Journeys, Financial Planning, Helpful Resources, Retirement
It is never a bad idea to begin planning for retirement, no matter what stage of life you are in. Today is when all those small decisions about retirement can start having a big impact on your future self. It is important to remember that it is never too soon to plan...
by munnmorris | Dec 29, 2021 | Articles of Interest, Financial Planning, Helpful Resources, Retirement
A 401k is a retirement account that you can open with your employer for savings. The goal of this type of account is to continue to save over time to help support your future retirement. You may not know what all goes into a 401(k) plan. That doesn’t mean you...
by munnmorris | Dec 22, 2021 | Financial Planning, Helpful Resources
Fiduciaries are tasked with managing a client’s investments to make sure they’re being used properly and wisely so that their clients’ well-being comes first. They act in your interests when it comes to managing money or property on behalf of the two...
by kevink | Dec 27, 2018 | Articles of Interest, Budgeting, Financial Planning, Helpful Resources, Retirement
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep...
