Financial life planning is an important part of creating long-lasting wealth for your family. Undergoing the financial life planning process creates a roadmap for navigating your family. Although it may seem overwhelming, there are several simple steps your family can take in order to meet your financial objectives. While the services of a certified financial […]

It is important to plan for each of financial life stages. Beginning the financial planning process early can help to ensure that you will be financially secure at retirement and have the ability to pass on wealth to future generations. Use the financial life stages guideline below to ensure you’re on track during every phase […]

Setting financial goals for a business can help your company prosper and can keep business owners focused. However, many people are unsure of which financial goals are important or how to determine the best financial goals for their company. It is important to note that all financial goals do not have to be numerical. However, […]

When you are supporting a family, life planning takes on a different meaning.  Not only are you responsible for achieving your own financial goals, you are also responsible for setting the foundation for your children. Life planning is even more important for families. The guide below can help your family create the life plan that […]

Life planning is the process of evaluating where you are in life, where you want to be and designing a plan to achieve your goals. A life plan can encompass all areas of an individual’s life, from their career to their finances. Using life planning to achieve your goals can help you to live the […]

Financial life planning in NYC is particularly important for those individuals who have or plan to have children. While financial planning is important for everyone, the level of responsibility changes once you have children. Unfortunately, many parents miss the opportunity to have financial life planning establish the necessary goals to protect their finances down the […]

Becoming a business owner is not easy. One of the biggest hurdles for a new NYC business is how money is handled, especially in the first years of business operations. It is important that each individual business owner be secure in the finances before starting a business. It is common for new businesses to be in operations […]

Financial goal setting is one of the best ways to improve a person’s financial standing and build wealth. No matter your age, it is important to have both short-term and long-term goals. Your financial goal setting process should evaluate where you are financially and where you’d like to be down the line. Goals should be realistic, measurable […]

Common belief is that the services of a certified financial planner are only necessary if an individual has a high net worth. However, even those with small portfolios can benefit from the skills of a certified financial planner. These highly qualified individuals have passed a national test in order to demonstrate their proficiency in handling investments, taxes, retirement […]