Financial Advice in your 30’s

Financial Advice in your 30’s  This blog may be my favorite one to write during our “age specific” financial advice blogs. That is because during the time of writing this I just turned 32 years old. So, I bring experience not only as an advisor but as a 30-year-old myself.  I believe your 30’s are the time to pour the […]

Financial Advice in your 40’s

Financial Advice in your 40’s   Your 40’s are an interesting stage in the financial planning life cycle. For many, it is the halfway point between entering the work force and reaching full retirement age. It is also the age where most people realize they are behind the 8-ball and begin to engage in financial planning for the first time. […]

Financial Advice in your 50’s

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Your 50’s are the peak of what is known as the “accumulation” phase in the financial planning world. These years are more than likely your highest earning years and often accompanied by lower than usual debt. Most of your effort should be spent focused on saving and investing as much as possible. It is also […]

2020 Personal Finance Year in Review

Each year, the Journal for Financial Planning prepares a compilation of important events and statistics revolving around the topic of personal finance. We wanted to share a few of these with you as well as some commentary to go with them. Retirement age. Using data from the Social Security Administration, researchers found that despite an […]