Financial Planning

Determining Your Net Worth

Determining your net worth is pretty simple; it is the amount you own after you subtract what you owe. This bit of simple math can be important for several reasons:

Financial Planning

An Introduction to Building a Financial Plan: It Starts with a Goal

Consider this: If you were planning a road trip across the country, would you leave without having a route in mind? Or without charging your phone so the GPS can guide you along the way? No way would you look at the map once and then forget about it! If that was your strategy, you might never arrive at your destination. But if you were absolutely committed to arriving at your destination in the shortest time possible, you would study your route carefully, charting out a plan for each day and making adjustments, as needed, along the way.

Financial Planning

What Issues Should I Consider at the Start of the Year?

The start of the year is a great time for a financial check-up. In addition to reflecting on the prior year, you may be particularly motivated in January to make financial resolutions for the future. Let’s review your circumstances and goals and look for impactful improvements.