Planning for Charitable Giving
As part of the planning process, it is important to have conversations with clients about charitable giving – what motivates their giving, how it fits with their long-term goals and how they would like to include their family.
A reality check for your future retirement: Part II
Building a Realistic Picture of Retirement – One of the keys to engaging with your future may lie in the details.
A reality check for your future retirement: Part I
Can you envision your future? Maybe in the short term, but when it comes to creating a picture of your life 20 or 30 years from now, the task becomes much more challenging. That’s why a majority of people fail to achieve their long-term financial goals.
What You Need to Know About Social Security
How much do you know about Social Security? You are not alone if you don’t have a full understanding of Social Security benefits.
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.