What is a financial plan and why every adult needs it

On: March 31, 2018

You can hear the term “financial plan” and imagine spending thousands of dollars and hours in a stuffy brokerage office discussing the benefits of a diverse portfolio. Or maybe you think financial plans are only for those who, well, have finances. Not so and not so. Every adult needs aRead More →

Financial Security Mantras and Why Women Should Consider Planning for It

By: Robert V. Silcox

On: March 4, 2018

In: Financial security

Although the basic principles of financial planning are not very different for men and women, certain life events affect the latter more than the former. Many women choose to take time off work to raise their children. In addition, they tend to live longer than men. Combine these twoRead More →

March 2018