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Tag: Financial Planning

Gen Z’s Experiences Will Shape Their Financial Lives

Posted on December 15, 2022December 15, 2022 by Michelle Lowrey
Gen Z’s Experiences Will Shape Their Financial Lives
Posted in Financial PlanningTagged COVID-19 impact, Financial Planning, Gen Z, Great Recession's long-term effects

Financial Planning Takes the Guesswork Out of Portfolio Performance

Posted on July 21, 2022July 21, 2022 by Michelle Lowrey
Financial Planning Takes the Guesswork Out of Portfolio Performance
Posted in Financial PlanningTagged Financial Planning, investment, investors, financial plan, portfolio performance

Financial Planning at Divorce: Finding the Way to Sustained, Equitable Lifestyles

Posted on June 9, 2022June 9, 2022 by Michelle Lowrey
Financial Planning at Divorce: Finding the Way to Sustained, Equitable Lifestyles
Posted in Financial PlanningTagged divorce laws, properties, Financial Planning, divorce, assets, dividing stock shares

“This Time Is Different”: Strategies for Dealing with Market Volatility

Posted on May 17, 2022May 17, 2022 by Michelle Lowrey
“This Time Is Different”: Strategies for Dealing with Market Volatility
Posted in Financial PlanningTagged market volatility, financial advisor, tax-saving strategies, diversified portfolio, Financial Planning

Finding Balance: Planning Retirement Spending

Posted on May 10, 2022May 10, 2022 by Michelle Lowrey
Finding Balance: Planning Retirement Spending
Posted in Financial PlanningTagged Financial Planning, retirement planning, budget, retirment, retirement spending, proper life plan, life insurance analysis

Invest or Pay Down Debt? What’s Right for You?

Posted on March 29, 2022April 20, 2022 by Michelle Lowrey
Invest or Pay Down Debt? What’s Right for You?
Posted in Financial PlanningTagged Financial Planning, debit, reduce debt, debt free, unnecessary debt

Investing for a Minor: Consider Your Options

Posted on February 17, 2022February 24, 2022 by Michelle Lowrey
Investing for a Minor: Consider Your Options

{“llinks”:[“Brittany Taylor”]}

Posted in Investment ManagementTagged financial services, wealth managment, hbks wealth advisors, investing for a minor, custodial roth ira, UTMA, UGMA, Financial Planning, 529 plan

Discussing End-of-Life Issues: A Family Imperative

Posted on January 27, 2022February 16, 2022 by Michelle Lowrey
Discussing End-of-Life Issues: A Family Imperative
Posted in Retirement PlanningTagged advisor, family, planning process, end of life issues, facilitator, Financial Planning

A Few Tips for Women Returning to the Workforce After a Divorce

Posted on January 25, 2022January 27, 2022 by Michelle Lowrey
A Few Tips for Women Returning to the Workforce After a Divorce
Posted in Financial PlanningTagged returning to workforce, challenges, Financial Planning, divorce, women

529 Plans vs. Other College Savings Options

Posted on January 6, 2022January 19, 2022 by Michelle Lowrey
529 Plans vs. Other College Savings Options
Posted in Financial PlanningTagged Roth IRA, trusts, 529 plans, traditional ira, college savings, us savings bond, custodial accounts, coverdell accounts, mutual funds, Financial Planning

Retiring Student Debt: Employers Helping Employees

Posted on November 9, 2021November 9, 2021 by Michelle Lowrey
Retiring Student Debt: Employers Helping Employees
Posted in Financial PlanningTagged Financial Planning, College Education, student debt

Brittany Taylor Reflects on 20 Years in Financial Services

Posted on October 7, 2021October 7, 2021 by Michelle Lowrey
Brittany Taylor Reflects on 20 Years in Financial Services

{“llinks”:[“Brittany Taylor”]}

Posted in PerspectivesTagged Financial Planning, financial services, wealth managment, hbks wealth advisors

Consider Investing Your Excess Retirement Funds Like Your Heirs Would

Posted on September 23, 2021September 23, 2021 by Loriann Facenda
Consider Investing Your Excess Retirement Funds Like Your Heirs Would
Posted in Retirement Planning, Estate Planning, Financial PlanningTagged SECURE Act, legacy, Financial Planning, Estate Planning, Retirement

Target Date Funds: Antidote to Our Instincts?

Posted on September 14, 2021September 19, 2021 by Loriann Facenda
Target Date Funds: Antidote to Our Instincts?
Posted in Financial Planning, Investment ManagementTagged Financial Planning, retirement planning, Investing, target date funds

Empower Your Company Through Employee Financial Wellness

Posted on September 2, 2021September 19, 2021 by Michelle Lowrey
Empower Your Company Through Employee Financial Wellness
Posted in Financial PlanningTagged Financial Planning, financial wellness, company

Inheriting Wealth

Posted on August 11, 2021August 10, 2021 by Loriann Facenda
Inheriting Wealth
Posted in Estate Planning, Financial PlanningTagged Inheritance, tax, wealth planning, Financial Planning, Estate Planning

Disability Income Insurance for Business Owners

Posted on July 28, 2021July 28, 2021 by Michelle Lowrey
Disability Income Insurance for Business Owners
Posted in InsuranceTagged disability insurance, Tax-free income, benefit period, waiting period, personal finances, Financial Planning

Financial Planning: Helping You See the Big Picture

Posted on July 21, 2021January 19, 2022 by Michelle Lowrey
Financial Planning: Helping You See the Big Picture
Posted in Financial PlanningTagged big picture, balance priorities, planning process, Financial Planning

Getting a Divorce? Avoid Making These Five Most Common and Costly Mistakes

Posted on June 14, 2021June 14, 2021 by Michelle Lowrey
Getting a Divorce? Avoid Making These Five Most Common and Costly Mistakes
Posted in Financial PlanningTagged Financial Planning, divorce, common mistakes

Special Considerations for Second/Vacation Homes

Posted on June 8, 2021June 22, 2021 by Michelle Lowrey
Special Considerations for Second/Vacation Homes
Posted in Financial PlanningTagged Financial Planning, second home, vacation home

Estate Planning and 529 Plans

Posted on May 26, 2021May 26, 2021 by Michelle Lowrey
Estate Planning and 529 Plans
Posted in Estate Planning, Financial PlanningTagged Financial Planning, Estate Planning, 529 plans, financial advice

Markets Are Unpredictable. Financial Plans Aren’t.

Posted on April 29, 2021May 3, 2021 by Michelle Lowrey
Markets Are Unpredictable. Financial Plans Aren’t.
Posted in Financial PlanningTagged Retirement, financial advisor, market trends, Financial Planning

Special Needs Children and Divorce: What You Need to Know

Posted on March 9, 2021March 9, 2021 by Michelle Lowrey
Special Needs Children and Divorce:  What You Need to Know
Posted in Financial PlanningTagged special needs children, CDFA, Financial Planning, divorce

Good Advice: Start with a financial plan.

Posted on January 5, 2021October 27, 2021 by Loriann Facenda
Good Advice: Start with a financial plan.
Posted in Financial PlanningTagged Financial Planning, Insurance, taxes, qualitative

Expect More than Investments from Your Financial Advisor

Posted on December 15, 2020May 19, 2021 by Loriann Facenda
Expect More than Investments from Your Financial Advisor
Posted in Financial PlanningTagged Financial Planning, Diversification, financial advisor

Lifetime Planning Is More Than Stocks and Bonds

Posted on December 8, 2020December 8, 2020 by Michelle Lowrey
Lifetime Planning Is More Than Stocks and Bonds
Posted in Financial PlanningTagged 529 plan, bonds, lifetime planning, Financial Planning, Stocks

Top Year-End Investment Tips

Posted on December 3, 2020December 3, 2020 by Loriann Facenda
Top Year-End Investment Tips
Posted in Financial PlanningTagged Tax Planning, charity, year-end, financial advice, kiddie tax, AMT, deductions, ETF, Financial Planning, SEP, 401k

Do I Need a Financial Advisor if I’m Not Rich?

Posted on October 8, 2020October 8, 2020 by Loriann Facenda
Do I Need a Financial Advisor if I’m Not Rich?
Posted in Financial PlanningTagged Financial Planning, 401k, financial advisor, Millennials, retirment

Who Needs a Financial Plan? Everyone.

Posted on September 3, 2020May 19, 2021 by Loriann Facenda
Who Needs a Financial Plan? Everyone.
Posted in Financial PlanningTagged Insurance, Social Security Benefits, taxes, budget, Financial Planning, Retirement, Debt

Watch: Mortgages What You Need to Know When Buying or Refinancing a Home

Posted on September 1, 2020October 30, 2020 by Loriann Facenda
Watch: Mortgages What You Need to Know When Buying or Refinancing a Home
Posted in Financial PlanningTagged Financial Planning, Mortgage, refinancing, webinar, home purchase, homeowner

Financial Planning Amidst Market Uncertainty

Posted on August 25, 2020September 10, 2020 by Loriann Facenda
Financial Planning Amidst Market Uncertainty
Posted in Financial PlanningTagged Financial Planning, market volatility, divorce, risk tolerance

But Why?

Posted on July 21, 2020August 18, 2020 by Loriann Facenda
But Why?
Posted in Financial PlanningTagged Financial Planning

Fundamentals of Financial Planning

Posted on July 14, 2020August 11, 2020 by Loriann Facenda
Fundamentals of Financial Planning
Posted in Financial PlanningTagged Financial Planning, retirement planning, life insurance, insurance planning, protection planning

Watch: Fundamentals of Financial Planning

Posted on July 9, 2020August 31, 2020 by Loriann Facenda
Watch: Fundamentals of Financial Planning

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Posted in Financial PlanningTagged Financial Planning, Retirement, 401k, Insurance, webinar

Now is the Time to Reassess Financial Planning Priorities

Posted on May 4, 2020August 11, 2020 by Loriann Facenda
Now is the Time to Reassess Financial Planning Priorities
Posted in Financial PlanningTagged Financial Planning, 401k, RMD, COVID-19

Robo Advisors Have Arrived, But Life Often Calls for a Human Touch

Posted on April 13, 2020August 11, 2020 by Loriann Facenda
Robo Advisors Have Arrived, But Life Often Calls for a Human Touch
Posted in Financial PlanningTagged Financial Planning, personal financial planning, robo advisor, technology

A COVID-19 Roundtable Discussion: Advisors Address Client Concerns

Posted on April 9, 2020August 11, 2020 by Loriann Facenda
A COVID-19 Roundtable Discussion: Advisors Address Client Concerns
Posted in PerspectivesTagged #Covid19, financial advisors, Financial Planning, Market Commentary, market volatility

SECURE Act: Plan Now to Protect Your Beneficiaries

Posted on January 17, 2020January 23, 2020 by Loriann Facenda
SECURE Act: Plan Now to Protect Your Beneficiaries
Posted in Estate PlanningTagged Financial Planning, Estate Planning, IRA, Roth IRA, SECURE Act

Health Insurance and Divorce: How Will One Affect the Other?

Posted on December 12, 2019December 18, 2019 by Loriann Facenda
Health Insurance and Divorce: How Will One Affect the Other?
Posted in InsuranceTagged divorce, health insurance, Financial Planning, Insurance

Listen Up Generation Xers and Millennials: You’ll Need to Work Longer, Save More and Spend Less to Retire Well

Posted on November 12, 2019October 30, 2020 by Loriann Facenda
Listen Up Generation Xers and Millennials: You’ll Need to Work Longer, Save More and Spend Less to Retire Well
Posted in Retirement PlanningTagged Financial Planning, Retirement, millinials, Generation X, Gen Xer

Emotional Investing: Five Ways to Ruin Your Portfolio

Posted on October 29, 2019November 19, 2019 by Loriann Facenda
Emotional Investing: Five Ways to Ruin Your Portfolio
Posted in Financial PlanningTagged Financial Planning, Investing, emotional bias, emotional investing

You Need a Personal Financial Trainer

Posted on October 4, 2019November 19, 2019 by Loriann Facenda
You Need a Personal Financial Trainer
Posted in Financial PlanningTagged personal financial planning, personal financial training, Financial Planning

Your New Vehicle: Should You Buy or Lease?

Posted on August 19, 2019August 26, 2019 by Loriann Facenda
Your New Vehicle: Should You Buy or Lease?
Posted in Financial PlanningTagged Financial Planning, car buying, lease, vehicle

Your Financial Plan: Doing What’s Right for You

Posted on July 30, 2019January 13, 2020 by Loriann Facenda
Your Financial Plan: Doing What’s Right for You
Posted in Financial PlanningTagged Financial Planning, financial goals, Financial Planner

Retirement Help for Age-Gap Couples You Might Not Know About

Posted on May 21, 2019 by Loriann Facenda
Retirement Help for Age-Gap Couples You Might Not Know About
Posted in Financial Planning, Retirement PlanningTagged Financial Planning, Retirement, IRA, Age Gap Couples

Good Credit: Your Most Important Financial Asset

Posted on April 11, 2019April 24, 2019 by Loriann Facenda
Good Credit: Your Most Important Financial Asset
Posted in Financial PlanningTagged Financial Planning, credit report, credit

Personal Finances Key as Millennials Take on Adulthood

Posted on February 25, 2019February 27, 2019 by Loriann Facenda
Personal Finances Key as Millennials Take on Adulthood
Posted in Financial PlanningTagged 401k, young professionals, budgeting, millinials, financial goals, Financial Planning

Saving Builds a Foundation

Posted on December 12, 2018December 13, 2018 by Loriann Facenda
Saving Builds a Foundation
Posted in Financial PlanningTagged Financial Planning, savings

Back to School Season Reminds Us…

Posted on September 5, 2018April 9, 2020 by Loriann Facenda
Back to School Season Reminds Us…
Posted in Financial PlanningTagged Financial Planning

Come Partner with Me NOW

Posted on May 2, 2018October 2, 2018 by Loriann Facenda
Come Partner with Me NOW
Posted in Financial PlanningTagged Financial Planning, Wealth Management

Financial Planning: Embrace the Target

Posted on June 2, 2017October 2, 2018 by Loriann Facenda
Financial Planning: Embrace the Target
Posted in Financial PlanningTagged Financial Planning

Strategies for Managing Family Wealth

Posted on April 5, 2017October 2, 2018 by Loriann Facenda
Strategies for Managing Family Wealth
Posted in Financial PlanningTagged Financial Planning

Financial Planning vs. Investment Management

Posted on December 21, 2016October 2, 2018 by Loriann Facenda
Financial Planning vs. Investment Management
Posted in Financial Planning, Investment ManagementTagged Financial Planning

Using the Tax Return to Increase Income

Posted on November 2, 2016October 2, 2018 by Loriann Facenda
Using the Tax Return to Increase Income
Posted in Financial PlanningTagged Financial Planning

Planning Concerns of Divorcing Couples

Posted on March 16, 2016October 2, 2018 by Loriann Facenda
Planning Concerns of Divorcing Couples
Posted in Financial PlanningTagged Insurance Services, Financial Planning

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