Financial Planning Archives - Page 6 of 6

Assessing Your Financial Goals for 2023

by Brooks Brown | Nov 28, 2022 | Financial Planning

For many, the turn of the new year is a time to self-reflect and make resolutions. There’s no better time to assess your financial goals for the new year and beyond by following proper financial goal-setting practices. Setting short-term, midterm, and long-term...

How to Allocate Assets When Saving for College

by Brooks Brown | Aug 1, 2022 | Financial Planning

Have you ever considered that saving for college is different than saving for your long-term retirement? Let’s start with the fact that, when saving for college, you’re saving for a specific year (the year of high school graduation). When you’re saving for retirement,...

Multi-Generational Planning and the Impact of Financial Literacy

by Brooks Brown | Aug 1, 2022 | Financial Planning

Investopedia conducted a survey of 4,000 US adults in January and February of 2022 which included 1,000 individuals from each generation to better understand their financial literacy by generation. Side note: Seeing other generations’ viewpoints is important since...

A Woman’s Financial Planning Checklist

by Brooks Brown | Jul 6, 2022 | Financial Planning

Women often face financial headwinds that can affect their ability to achieve financial security. The good news is that women today have never been better positioned to achieve financial security for themselves and their families. With an expected longer life span,...

Top Five Financial Tips to Share with Your Adult Children

by Brooks Brown | Jun 7, 2022 | Financial Planning

If we’re not careful with spending habits, the phrase “where does the time go?” can easily be applied to “Where does the money go?”. And this applies to the old and the young, so it pays to start early with good financial habits. Know your credit score If you aren’t...