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Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think.

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

Buying a house is one of the biggest, if not the biggest purchase you’ll make in your lifetime. Here are some tips and tricks for ensuring that the entire process is as stress-free as possible. 

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.

In Marin County investment planning, we view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future.

Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a financial professional. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like.

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: