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Choosing and Evaluating Financial Professionals Thumbnail

Choosing and Evaluating Financial Professionals

Although you may personally handle many of your financial affairs, sometimes you may need the services of a financial professional. Financial professionals include financial planners, attorneys, securities brokers, and other specialists. Selecting the right financial professional means evaluating the services they can offer and their credentials, and finding someone whom you can rely on to give you good advice and/or service when you don't have the time or expertise to completely handle your financial affairs.

Financial Advisor
Traditional vs. Hybrid Long-Term Care Insurance: Which is Appropriate for You? Thumbnail

Traditional vs. Hybrid Long-Term Care Insurance: Which is Appropriate for You?

Growing old is simply one thing you can’t avoid. The goal is to enjoy your retirement years as you imagined after a lifetime of working. One aspect of growing old that young people may overlook is long-term care insurance and how expensive it can be if you need it and don’t plan for it. According to Money.com, long-term care expenses can run upwards of $9,000 per month. When you are young, the prospect of declining health 30+ years down the road isn’t at the forefront of your mind

Long term Care
Retirement Planning Guide for Oil Industry Professionals Thumbnail

Retirement Planning Guide for Oil Industry Professionals

The crude oil and natural gas industry has faced significant challenges since the COVID pandemic, including supply disruptions, price volatility, and rapid inflation. However, heavy cash flow for oil and gas companies has led to a plethora of high-paying jobs for many professionals. Below, we discuss tips and tricks that can help oil and gas professionals make the most of this industry's income flexibility while also putting away a solid nest egg for the future.

Financial Planning for Unique Situations
A Fall Financial Checklist Thumbnail

A Fall Financial Checklist

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your spending after the summer’s over to see what lies ahead.

Finance
10 Easy Financial Planning Steps for Beginners Thumbnail

10 Easy Financial Planning Steps for Beginners

If you've never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently or with the help of a financial professional.

The Different Stages of Financial Freedom Thumbnail

The Different Stages of Financial Freedom

If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and consistent effort, you may be able to achieve financial freedom sooner than you expected. Below, we'll discuss the different stages of the financial freedom journey.

Lump Sum vs Dollar-Cost Averaging: Which is Better? Thumbnail

Lump Sum vs Dollar-Cost Averaging: Which is Better?

Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water is cold. A decision about putting money into an investment can be somewhat similar. Is it best to invest your money all at once, putting a lump sum into something you believe will do well? Or should you invest smaller amounts regularly over time to try to reduce the risk that you might invest at precisely the wrong moment?