Budgeting: An essential financial fitness routine
Just like a physical helps you assess the state of your health by identifying potential risks, measuring your progress and pinpointing next steps, budgeting can offer the same insight into your financial health.
Personal financial manager: Stay in control of your financial future
Wealth Dimensions Group, based in Sycamore Township, offers a solution by leveraging the latest Personal Financial Manager (PFM) technology and combining it with their customized financial planning services to change the way their clients plan for the future.
Connecting to your future self to increase savings
To the extent that people can feel more connected to a vividly imagined future self, they should be motivated to save money in a long-term domain.
Five steps to tame financial stress
Do you sometimes lie awake at night stressed about bills that need to be paid? Downing in debt? Reduce the financial stress in your life with these simple steps.
Planned Giving
To help you start thinking about your charitable plan, consider these questions: Which charities do you want to benefit? What kind of property do you want to donate (e.g., cash, stocks, real estate, life insurance)?
A financially sustainable lifestyle: Part II
A good starting point is having an integrated financial plan that takes into account the full picture–well-defined family goals with assets, resources and everything else that impacts the outcome you are trying achieve. Beyond this, we have identified a few strategies to consider that can help protect you and your family for the future.
A financially sustainable lifestyle: Part 1
In the face of longer life expectancy and the increasing cost of healthcare, the need to live a sustainable lifestyle to best position yourself for retirement has never been greater.