What are wealth planning services? Simply put, wealth planning is the process of balancing and addressing these four objectives: security, a comfortable standard of living, the ability to provide for others and the ability to leave a legacy. It is more than an investment—it’s a multi-step process that clients go through as they make decisions… Read more »
It’s not exactly as highly anticipated as the holidays, beach-weather days or spring, but tax season still rolls around each year and often takes taxpayers by surprise. With a little preparation, however, you don’t have to be stressed about tax season. Get tips for getting ready for April 15 here. 5 Tips to Help You… Read more »
Planning for retirement can be exciting, anxiety-inducing and complicated. Sometimes even planning further than the weekend is impossible, so to plan your entire work-free retirement? That seems like a lot to handle. When you’re planning something this big, it makes sense that you’d stumble, get turned around and make mistakes once in a while. Below… Read more »
The easiest way to maximize your paycheck is by reducing your monthly costs. Wouldn’t it be nice to boost your savings and reduce your expenses – all while working with the income you already have? Here are nine practical ways to cut down on fees and expenses from your life. 9 Ways to Reduce Expenses… Read more »
Millennials are showing they are better at budgeting than the average American, according to a study by Earnest, Amino and Earnest. However, it did show they have a weak spot when it comes to finances — retirement savings. The study found that 71 percent of Millennials use a budgeting tool or keep a monthly budget… Read more »
Getting your credit card down to a zero balance is possible – if you know how to do it. According to NerdWallet’s 2019 American Household Credit Card Debt Study, the average U.S. household carried just shy of $7,000 in revolving credit card debt and paid approximately $1,200 in interest. But depending on your circumstances, credit… Read more »
Are you considering a farm expansion, building renovation or new start-up? For farmers looking to expand or start a new operation, it can feel overwhelming. There are the pressures of purchasing the right land or equipment at the right price, developing a business plan and, of course, being a good community partner and steward of… Read more »