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Financial Planning Tag

The Truth About Millennials

Posted by Financial Strategies Group in Financial Planning

Young professionals are an often-underestimated group when it comes to investing and retirement planning.   This age group of so-called Millennials are constantly depicted as a generation that is lazy, frivolous, and overburdened by debt.   Is it true? Not at all!   Millennial Americans…

Estate Planning Is A Team Sport

Posted by Financial Strategies Group in Strategic Partners

Now more than ever you need objective advice and counsel to help you make appropriate financial decisions in an ever-changing world.   Your overall financial plan requires input from multiple professional disciplines with varied expertise.  That’s why the advisors at Financial Strategies Group surround themselves…

Our Thoughts on the U.S. Elections

Posted by Hank Cleare in Economic Update

For the past 30 years, we have counselled clients during elections.   It has been our experience that some are fearful, while others are optimistic.   Like a friend and fellow financial advisor recently said, “The reality is that we are pretty much a 50/50…

Peace of Mind Checklist

Posted by Financial Strategies Group in Financial Planning

If you’re like most of us, your life has been recorded through a series of important legal documents. When major life events occur it can be difficult to find critical items. Organizing those items properly is a very wise use of your time.   In…

5 Tips For NEXT Tax Season

Posted by Hank Cleare in Financial Planning

I know what you’re thinking; Hank, I need help now! Why are we talking about next year already?!   Most of you are focused on gathering and preparing to complete your 2015 tax return. If you feel like this year is more difficult than other years,…