by Tonia Forbus | Jul 31, 2018 | Personal Finance
After a quiet, steady and sometimes spectacular bull market in 2017, stock market volatility returned with a stomach-churning vengeance early in 2018, conjuring unpleasant memories of the major recession of a decade ago, and reminding investors just how important it...
by Tonia Forbus | Jul 31, 2018 | Personal Finance
The third installment in a five-part article series on The Power of Financial Planning explores the many areas of specialization within the field of financial planning, and why it can be in a person’s best interests to work with a specialist who’s uniquely qualified...
by Tonia Forbus | Jul 31, 2018 | Personal Finance
Kelvin and Kesha are working with an architect to design their own home, and to do so, they must make certain assumptions. They plan to have children, so their floorplan includes two extra bedrooms. A two-car garage is also a priority, although they have only one car...
by Tonia Forbus | Jul 31, 2018 | Personal Finance
What Sets a True Financial Planner Apart from the Crowd The spectrum of professionals who offer financial planning services is a broad one — so broad, in fact, that it can be difficult to define exactly what a “financial planner” is and the kinds of skills they should...
by Tonia Forbus | Mar 21, 2018 | Financial Planning, Personal Finance
Martha and Matt have goals. They want to find the time and the money to travel with their kids. They want to better manage their household finances. They want to help pay for their kids to attend college. They want to save enough now to eventually live comfortably in...
by Tonia Forbus | Mar 21, 2018 | Financial Planning, Personal Finance
People are constantly looking for “hacks”: ways to improve their lives, to do more with less, to find new ways to gain and maintain an edge. It’s called progress, and it’s something human beings seemingly are wired to want and to seek. That’s especially true in the...
by Tonia Forbus | Feb 23, 2018 | Financial Planning
If you’re a student who wants to go to college, or you’re the parent of a student with college aspirations, the dollar figures can be daunting. As of 2017, according to the College Board, the average all-in price (including tuition and fees) for four years at an...
by Tonia Forbus | Feb 23, 2018 | Personal Finance
It’s not a question of whether the most far-reaching federal tax overhaul in decades will impact you, but how much it will impact you, according to personal finance experts. If you earn an income, if you have money invested in the stock market, if you have dependent...
by Tonia Forbus | Jan 30, 2018 | Personal Finance
You’ve spent decades in the working world, and now the question must be asked: When is the right time for you to retire? As important and potentially life-altering as choosing a date for retirement can be, it’s a decision that requires careful consideration and a...
by Tonia Forbus | Jan 30, 2018 | Personal Finance
For many families, it’s the elephant in the room: the necessary but potentially awkward discussions between aging parents and adult children about subjects like where the parents envision living as they grow older and more dependent on others, the role family members...
