Be prepared for the unexpected by reserving money specifically for an emergency fund.
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Divorce marks a major change in your life. This is especially true as it applies to your finances. As you make this tremendous shift, well-thought-out financial planning is crucial. Make sure you pay attention to these key areas so you can be as in control of your independent financial life as possible.
Insurance planning is a key aspect of any sound financial strategy. An experienced insurance services professional can help you assess your risks and mitigate them with smart insurance choices. Before you contact any particular insurance company directly, you should consider the various types of insurance you may need and strategize with a qualified insurance service professional to develop a package that minimizes both cost and risk of loss.
A new marriage is an exciting time. It is also a time to look toward the future and think carefully about how you will build your lives together. All couples encounter a variety of challenges and stresses, and navigating through them tests any relationship. Stress over money matters is a common contributor to marital strife and divorce. Start your life together with a strong financial plan, both for your own security and for the sake of marital harmony. For marriage financial planning advice in Des Moines, contact the experts at Boelman Shaw Tax & Financial Planning.
Retirement is not a single event; it's a journey. Each stage of it requires a different way of thinking about how you manage your resources. Consider where you are in your journey, and talk with a qualified professional about what you can do now to get the best mileage possible out of your resources.
Are you thinking about retiring? Even with careful planning, the road to a successful retirement is fraught with challenges. You may create a retirement plan that provides what seems like a comfortable income for several years, but it still may fall far short of your actual financial needs. To give yourself the best possible chance at a comfortable retirement, be sure to plan for these obstacles that can put your retirement at risk.
Because making wise investments is a complex task, most people turn to a professional for well-informed advice. With so many different types of financial professionals competing for your business, it is important to understand the key differences between the types of professionals who offer guidance. The various titles you may encounter suggest different levels of education, training, and experience. They may also indicate how the professional is paid, which should be of keen interest to anyone seeking the best possible advice.
A comprehensive estate plan consists of more than just a will. When creating your plan, you should consider the key documents discussed below. You may not need all of them, but understanding the range of choices available to you will allow you to create the plan that best suits your and your family’s individual needs. For expert advice on creating Iowa estate planning documents, contact our Des Moines office.
Thinking about retiring? Careful planning is essential to living comfortably after leaving your career. These are the key factors you will need to consider when deciding when you can retire with confidence and security.