Financial Resources & News

Are You Mentally and Emotionally Ready to Retire?

By:  Paul Horn, CFP®, CPWA®, Senior Financial Planner Most people look forward to the day that they can have independence and no longer have to work 9 - 5. In my experience, while everyone wants to retire, most are truly not ready to retire. I am not referring to having the financial ability to retire but most are not emotionally ready for retirement. Retiring before you are emotionally ready...

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Upcoming Webinar (July 26th): Retirement Plan Basics

Learn how to prepare for retirement by learning the basics of your retirement plan. Why save in your retirement plan? How to invest in your retirement plan? What to do with your retirement plan after you retire? Get these questions answered and more. Come join the conversation with Tina Schackman, CFA®, CFP® and Keith Johnson, CFP® of BFSG. Register today for this important discussion! Click...

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Back to School: Financial Literacy Tips

As your high school and college-age kids head back to school, equip them with the tools they need to take charge of their financial lives! This starts with getting your kids to understand how to manage their finances such as the basics of budgeting, making saving a priority, understanding debt and their credit score, learning about investments and taxes. Watch with the links below: Connecting...

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Understanding Your Credit Report

Your credit report contains information about your past and present credit transactions. It's used primarily by potential lenders to evaluate your creditworthiness. So, if you're about to apply for credit, especially for something significant like a mortgage, you'll want to get and review a copy of your credit report. Getting A Copy Of Your Credit Report Every consumer is entitled to a free...

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5 Steps to Financial Freedom

The 4th of July is fast approaching and is a celebration of our country’s independence. It should also serve as a reminder to all of us the freedom we have and strive for. This would include trying to achieve financial independence. Financial independence can be hard to define since these words conjure different meanings for each of us. No matter your personal definition, there are some basic...

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