Self-study Financial Basics - Planning for Good

We're committed to helping you learn basic financial principals. These are summaries of important topics to help you grasp concepts at a high-level and prep you to ask better questions. Take a look at the topics below and check-in periodically. These will be updated regularly based on questions we receive.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

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As Life Changes, So Should Your Insurance

When it comes to life insurance, you might wish you could just “set it and forget it.” But your coverage is based on your life – and let’s face it, life changes. Even things you might not expect can have a big impact on your insurance, including:

A new home
An addition to (or loss from) the family
An employment change or upcoming retirement

It’s easy to stay current! Schedule a review to:

Check if any recent events call for changes to your coverage
Ensure your contact and beneficiary information are up-to-date

In the meantime, some resources are below:

CRN202206-267013

It’s easy to stay current... Schedule a review now!

Increasing Your After-tax Retirement Income

During your retirement years, it's important to pay close attention to the income tax consequences of your investment decisions. If you receive a great deal of investment income when retired, for instance, the taxation of your Social Security benefits may be impacted adversely. There are several steps you can take to manage the income taxes on your investments.

To learn more, schedule a call us! In the meantime, some resources are below:

Learn More: All About Retirement Income

All About Roth IRAs and Roth Conversions

We're getting lots of questions on this subject recently. During tax time... it's a HOT TOPIC!

Here are some resources to provide a primer.

If you'd like help putting any of these strategies in place, you're most welcome to get on my calendar here: https://calendly.com/planningforgood/roth

Financial Planning - Big Picture

Table of Contents:

Why is financial planning important?
Why can't I do it myself?
Staying on track
The financial planning process
Common questions about financial planning

WATCH A VIDEO SNIPPET HERE

Financial Planning: Helping You See the Big Picture

Getting Started: Establishing Financial Safety Net

Table of Contents:

How much is enough?
Building cash reserves
Where to keep cash reserves

Getting Started: Establishing a Financial Safety Net

Handling Market Volatility

Topic:

Why markets fluctuate
What you can do to prepare
Steps to take as markets change

WATCH VIDEO HERE

Diversification and Asset Allocation

Table of Contents:

What is Diversification
Asset Allocation
Other considerations, such as diversification and rebalancing
"Winning" Asset Classes

Back to Basics: Diversification and Asset Allocation

Life Insurance at Various Life Stages

Table of Contents:

Footloose and fancy-free
Going to the chapel
Your growing family
Moving up the ladder
Single again
Your retirement years

Life Insurance at Various Life Stages

Financial Basics for Millennials

Millennials face financial challenges that are unique to their generation. One of the first steps in overcoming them is to understand some basic financial concepts.

Click here to learn more: Financial Basics for Millennials