The New Year is upon us and many of us take this time to lay out our financial plan for the upcoming year. There are some important changes to tax rules and limits that you should be aware of that may affect your planning. We’ve outlined them here to help you create your best plan.Continue reading
Tag Archives: personal planning
What’s Your Digital Legacy?
A digital legacy includes all the online accounts, digital assets, and internet profiles left behind when a person dies. Some people may only have an email address. Others maintain an extensive digital footprint over their lifetime. Recent studies indicate a single email address is associated with an average of 130 digital identities!Continue reading
The 5 most stressful financial concerns for pre-retirees
If you’re thinking about retiring, you may be facing fears of being able to survive on a limited, fixed income, in a world where everything is gradually becoming more expensive.Continue reading
Resolution or Goal?
Many of us set “goals” or made “resolutions” at the start of the new year. We’re 2 weeks in – how are they going?
Most people will make pretty good progress until other things, and life, get in the way. This usually happens around February 1st. However, implementing the following steps will help you stay on track and achieve your goals and resolutions!