5 Tips for Managing a Sudden Financial Windfall

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion dollars is expected to change hands in the next 25 years. You may acquire sudden wealth in other ways, such as the sale of a business or property, divorce settlements, winning…

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Don’t Utter These Famous Last Words

Today’s Flight Plan: Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either. Click the play button to listen to this episode… Explore More Episodes: Check out more episodes of the…

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Coming Soon – Introducing The Retirement Pilot Podcast

Today’s Flight Plan: Get ready for The Retirement Pilot with Steve Hoover of Wealth Partners Corporation. It’s a new podcast that’ll help you plan for your financial future and retirement. Steve specializes in helping you cover all your financial bases and giving you the edge you need to succeed in retirement. Listen to this quick…

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US and China Trade War 2019

After months of relative quiet, the trade war between the U.S. and China has erupted again in a big way. The markets are the most immediate casualty, with the Dow plunging over 600 points on Monday alone.1 In all likelihood, you’re probably more focused on things like spring cleaning, your upcoming summer plans, and the…

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Exposing the Top 7 Social Security Myths

Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully understand these benefits. Moreover, there are many misconceptions about the U.S. government’s pension scheme that aren’t quite accurate. Continue reading this article for a breakdown of the top 7 myths…

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5 Kid-Friendly Financial Literacy Tips

Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require students to take a personal finance course. Many parents avoid talking with their kids about money because of their own financial frustrations or regrets. If kids aren’t learning about money…

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The 5 Phases of Pre-Retirement

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework, and some assistance from a qualified professional, you can ensure that you are ready to retire when the day comes.   Retirement preparation can be broken down into five phases, with…

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5 Tips for When the Markets Get Rocky

Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors can feel anxious and make decisions based on emotion that can hurt their pocket. This is a natural reaction when the markets are volatile, especially when the future seems uncertain…

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Don’t Miss These 7 End-of-Year Financial Planning Tips

The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating, budgeting, and planning your finances is not a static activity, but rather endeavors that need attention on a regular basis in order to be successful.   With a new year…

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