Financial Planning

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Mixing your finances with your romances can be tricky. It doesn’t feel romantic to talk about money when it’s so much more fun to dream about a beautiful future together. However, it’s important to…
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According to a recent study, nearly 60% of Americans feel they have not done enough financial planning and 34% have done nothing at all. I have been in the financial planning profession for 30 years,…
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Being fee-only financial planners, we at Financial Strategies Inc act in your best interests by removing the incentive of commissions from our compensation model. We work for you and you alone.
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Whether you’re looking forward to your last day of work or absolutely love what you do and aren’t in any hurry to retire, your 60s is a critical time to be thinking about retirement and financial…
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2018 is coming to a close. While it is certainly a lot of fun to think about holiday parties, gifts, and time with family, it is also very important to remember to get your finances in shape for 2019…
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Most financial advisors are good people with good intentions. However, financial advisors are human and are subject to biases and influences just like any other person. Understanding how your…
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Balancing saving for college with retirement savings is often a big concern for parents. According to a T.Rowe Price survey, 62% of parents are very/extremely concerned about saving for retirement and…
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Sometimes it is hard to watch what is going on in the market. This is one of those times. It has been a tough week and a tough couple of months. At this writing, the S&P 500 is down about 3-4% for the…