A financial planner can evaluate your overall financial situation including your budget, savings, investments, retirement plans, taxes, estate planning, and insurance.  They also recommend strategies that will help you reach your financial goals.

For many of us who have recently graduated school or are still in school, tax season can be a happy time financially. Many people will get a tax refund from the IRS, and more will squander that money before it has a chance to make it through one statement.  Here are some ways to spend it responsibly and feel good about it.

Plan your next vacation ahead to ensure that you get the most for your money without sacrificing a good time. Then relax, knowing that you might even have funds left over when you get home.

Part of the American dream is to become a homeowner. We dream of a place that we can call our own. A place that is comfortable and safe. A place we are proud of. A place where we can plant the roots for our future. To some however, the process seems so overwhelming and the concern of whether or not you are “doing it right” deters some from achieving the goal.  So how do you know if you are ready to become a homeowner? Here are six areas you will want to consider that will make your decision to buy a home the right one.

Splurging leads to overspending and can derail your short and long-term savings goals and makes what you really want out of reach.  This article will provide you with some of the dangers of overspending and how you can fix them to keep your finances on track.

Not only is setting a budget important for your financial well-being, but also for peace of mind. Creating a budget can help you feel more in control of your finances and is an essential step in achieving your short or long term savings goals.

If you are looking to purchase a home, a popular question that you will need an answer to is, “How much home can I afford?”  The short answer is that it depends.  There are two methods that a mortgage lender can use to find your maximum home purchase price.