Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
Catch up on some of the latest posts with this week's roundup:
7 Simple Steps to True Financial Freedom
by Tyler Gray, SageOak Financial
Several months ago, I started a series called, “7 Simple Steps to True Financial Freedom.”
In this post, we’ll cover step 3, “Establish an emergency fund.”
We’ll talk about what an emergency fund is and why you need one, how much you should have in yours, where this money should come from, and where to put it once you have it.
Before we get started though, just as a reminder, below is a brief outline of the steps I mentioned in that original blog post…
Choosing the Best Mortgage for You
by Michael Solari, Solari Financial Planning
It’s home buying season! The spring market is under way, and that marks the prime home buying and selling months.
In most parts of the country, better weather, longer daylight hours and the push to find a home when school is out makes this the time of year that a lot of buyers make their move on a home. If you’re one of those would-be buyers, get set now for decisions you will have to make in the coming months.
3 Reasons to Set up a Living Trust
by Matt Becker, Mom and Dad Money
When it comes to building a secure financial foundation for you and your family, a good estate plan is right at the top of the list.
It’s a morbid topic, but it’s the best way to ensure that your family will always have both the emotional and financial support it needs, no matter what.
Last week we covered the basics of estate planning for new parents – a will, life insurance, beneficiary designations, a health care proxy, durable power of attorney, and living will.
Why Financial Planning is for Everyone
by Kelly Luethje, Willow Planning Group
Being wealthy is not a criteria.
All too often I talk with young professionals who tell me they would love to do some financial planning once they payoff their debt or have some savings built up. Despite the common misconception, being debt free or wealthy is not a prerequisite for Financial Planning. Financial Planning is about making smart decisions with your money to reach your financial goals.