Here’s a sobering statistic. According to the Social Security Administration, a 20-year-old has a more than one-in-four chance of becoming disabled before reaching retirement. Surprising, huh? Unfortunately, facing a disability and loss of income is more common than...
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Open Enrollment is Coming: Are You Adequately Covered?
It’s October, which means annual open enrollment opens soon for many people, so now is the perfect time to start re-evaluating your benefit needs. Outside of qualifying events like having a child or switching employers, it’s almost impossible to make a change in your...
Investing for Specific Goals
It's all about balance when it comes to investment planning. In this video, Paul Sydlansky, CFP®, shares about aligning your investment strategy with your life goals and your comfort with risk. Whether you're investing for short, medium, or long-term objectives, Paul...
How to Successfully Live Within Your Means & Reach Your Financial Goals
You’ve probably heard the old adage, “live within your means.” But what does that entail? In the most simplistic terms, living within your means involves spending less money than you earn. Ideally, this allows you to invest more money and reach your financial goals...
Is Deferred Compensation A Smart Way To Save For Retirement?
Plus, get a quick intro on this unique way to save for the future. If your company offers a deferred compensation plan as a way to save for retirement, it’s important to understand the pros and cons of this type of agreement. After all, it may look attractive at...
When and Why You Need a Financial Planner
“Should I hire a financial advisor?” Paul Sydlansky, CFP®, explores when it might be time to hire a financial planner and the benefits it brings to individuals and families. Watch his latest video to learn about real-life scenarios that lead people to seek the help of...
Should I Sell Shares of My Company Stock? Here’s How to Decide
If you have equity compensation like stock options, you might wonder: Should I exercise my options now? If so, do I then sell the shares right away? Or should I hold my shares and wait until the stock price goes up? ‘Should I sell my stock?’ is a common question that...
Financial Moves To Make In Your 60s and Beyond
We’ve come to the final installment in our five-part series on financial moves to make at each decade of adult life. In previous blog posts, we looked at what moves to make in your 20s, 30s, 40s, and 50s. Those likely don’t apply to you at this age, but they may have...
Understanding Net Worth: Building Your Personal Balance Sheet
In this video, Paul Sydlansky, CFP®, breaks down the basics of your balance sheet, or net worth statement, and how it serves as a cornerstone for personal financial planning. He explains the importance of understanding your assets and liabilities and how they...
Financial Moves To Make In Your 50s – Are You Close?
This fourth blog post in our five-part series on financial moves to make in every age decade looks at what you should consider as reach your 50s. Previous posts looked at what was needed in your 20s, 30s, and 40s. We hope that you’ve already addressed most of those...