Financial Planning

Video - Suddenly Single: 3 Steps To Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Financial Planning

Four Easily Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to?

While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let's take a quick look at four easily overlooked opportunities to manage your tax bill.

Financial Planning

Checklist: Master List of Goals for Financial Planning

Goal setting is fundamental to sound financial planning. It is essential to identify and prioritize objectives. Sometimes, you may have difficulty expressing and assigning precedence to your goals. Or, you may simply overlook a need or objective.

In response to this challenge, we’re offering a Master List of Goals checklist. This resource is inspired by the work of Ray Sin, Ph.D.; Ryan O. Murphy, Ph.D.; and Samantha Lamas, who authored “Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots” in the Journal of Financial Planning.