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budget
When it comes to spending and saving, there are many different philosophies of thought for how much to allocate where. Broadly speaking, many people tend to break up their budgets into necessities / personal spending / savings. However, “savings” can feel ambiguous, especially when you factor in the many ways that savings can be used...
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Planning for the future is essential for any business, but it can be difficult to know where to start. After you have a business financial plan, then you can start to implement some of the strategies. This article provides a Quick Start to financial planning for a business. A business owner’s personal financial plan starts...
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women and man looking at tax changes 2022
Retirement is a time to relax and enjoy the fruits of your labor after a lifetime of hard work. However, ensuring that you have a secure retirement income is crucial for maintaining your standard of living and achieving financial stability. Planning for a secure retirement income can seem overwhelming, but with the right approach and...
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If you are anything like me, you are ready to put the year 2022 behind you and are looking forward to a fresh start in 2023! A new year brings reflection on the past as well as promise for the future. Among the most common are a new year’s resolution to make a change. My...
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Ski Team Families
Get your free College Money Report™. Find the answers your family needs to get the most free money for college in under 5 minutes. Karl and Stacey Frank are parents of competitive skiers.
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Becoming a first-time parent brings with it a new world of financial challenges. As a parent or parents who are planning to adopt, here are some ideas to help you navigate your decision. Some things to consider include: Upfront Costs Complex Laws and Time-consuming Process Emotional, Physical and Relationship Costs Ongoing Costs A Special Note...
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Wealth advisors are crucial for anyone who wants to grow and protect their wealth. Wealth advisors can help you in a number of different ways. They can provide investment advice, help you create a financial plan, and manage investments based on your unique goals and values. What is a Wealth Advisor? Wealth advisors help individuals,...
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salary increase
Read this post for 8 good ideas and 3 bad ideas for what to do with a bonus, or other influx of money. Recently, I published an article for the CFP Board of Standards. I thought I would add some color to the article for our clients. The question was, what should you do with...
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retired couple hiking assets and income financial planning
Karl Frank recently published an article in Retirement Investor about an unpleasant surtax for some retirees. Read this post to learn more about the Medicare surtax that might surprise you. Read Karl’s Article HERE One of the least pleasant surprises in retirement is to find out that you suddenly have to pay more for Medicare...
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A financial plan is the cornerstone of any business. It’s your road map for success, guiding you to long-term security and growth by pinpointing where you are now and where you want to go over the next five years. It also helps you identify potential problems along the way and find solutions to those challenges....
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