Personal Finance

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Defining the Why Behind Your Financial Life Plan

Many people think that financial planning is investment management or insurance sales, but those are just financial planning tools. Real financial planning is the process of aligning all of your resources to support your life goals. Said differently, financial planningContinue reading “Defining the Why Behind Your Financial Life Plan”

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Finding Your Financial Location With A Net Worth Statement

WHAT IS A PERSONAL NET WORTH STATEMENT? Once you have your goals defined and have determined whether any money is required to accomplish them, you will need to know where you stand financially, which makes sense because you can’t travelContinue reading “Finding Your Financial Location With A Net Worth Statement”

8 Steps to Create Your Estate Plan: For Federal Employees

What is estate planning? Estate planning is the process of arranging how your assets will grow, be protected, and be transferred efficiently and effectively. Estate planning doesn’t just involve planning events post-death but also includes planning for how your wishesContinue reading “8 Steps to Create Your Estate Plan: For Federal Employees”

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6 Tips For Building Your Emergency Fund

We all know that an emergency fund is cash set aside to cover unexpected life events, such as medical expenses, home-appliance replacement, car repairs, or unemployment. We also know that the reassurance of knowing that large or small, we canContinue reading “6 Tips For Building Your Emergency Fund”

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