Retirement Planning

Retirement Planning is the most common type of financial planning. It requires the most time to save and implement. This is also the type of planning that requires the most upkeep and adjustment because of the long time horizon.

Tax-Saving Strategies

This is the type of planning that coincides with every other type of planning. Taxes are most peoples biggest expense, and often times it's the one they least understand. There is a lot of people that think just because they're getting money back on their tax return that they don't have anything to worry about. While in reality, they could be the least prepared.

Budgeting Basics

Budgeting may seem easy enough, but in reality, many people struggle with it. Trying not to spend more than you earn is hard in a world where getting credit is so easy and things are so disposable.  A plan can help alleviate some of the headache.

Insurance Planning

Insurance planning is definitely the most hated of all planning. People don't like thinking about their own death or illness, and many feel that they'll never use it. Insurance ends up being the most useless product for everyone who bought it and never had anything bad happen to them, and the most useful product for anyone who has to claim.

Estate Planning

Estate Planning is not just for the rich. Most people think that because they don't have much money that they won't have to think about where it goes after they're gone. Estate Planning mostly has to do with how your money will transfer to your children or spouse without having to pay a crazy amount for taxes.