Financial Planning Goals For Retirement When You Are Helping to Support Your Parents and Your Kids

It’s a conundrum that many families face: “How can I take care of my children and my parents, financially, while effectively investing for my retirement?” If you are in this situation, you know that your financial planning strategy may need adjustments during this stage, but with the right plan you can still be on the path toward your retirement goals while also helping loved ones.  Here are some important tips while you navigate a few seasons of life:

Communicate Often

Read More

On the Road to Financial Wellness

Did you know the word “wellness,” while having been coined in the 1600s, didn’t really appear in the American lexicon until the late 1970s? It defines a lot more than physical wellbeing. Today, wellness lends itself to a number of meanings, including financial wellness, which is about everything from income to credit scores to the stress we incur due to finances.

Read More

How Does Changing Careers Later In Life Affect Planning for Retirement?

Flashback for a moment. The Great Recession during the early 2000s was life-changing for many members of the workforce. Nearly 8.7 million people lost their job over that roughly three-year period and had to make several new transitions. Enrollment at four-year universities, community colleges and technical schools spiked as people prepared themselves for a career switch. That means their planning for retirement also changed.

Read More

Family Investment Center Launches New Website To Help Clients “Plan for Some Serious Freedom”

From traveling cross-country with the top down to spending hours each week volunteering at the local animal shelter, everyone has an idea of personal freedom, especially when it comes to money and retirement.

Family Investment Center has recently launched a new website as a resource to help individuals get to their idea of freedom.

Read More
Subscribe to financial planning

 

Let’s plan for some serious freedom.

Get Started