Having a sound financial plan is an important part of life, especially when you have a family to provide for. Starting out in creating your financial plan can be difficult. Continue reading below for some tips in kicking off your family’s financial plan.
Raising a child brings many joys, but the cost of doing so has only risen in recent years. According to the U.S. Department of Agriculture, a child born to a middle-income family in 2015 cost approximately $12,980 to $13,900 annually. In 2022, that same child cost $16,007 to $17,141. [1]
Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the …
Blind spots exist in all realms of our lives. But in the world of finance, a blind spot can have costly implications.
By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s. Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in e …
By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. Like many Americans, we tend to procrastinate until the last second. However, there are plenty of things you can and should consider. While this is by no means an ex …
Get ready to tackle 2024 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.
