Financial Planning for Newlyweds

by Jonathan Horst on Feb 6, 2018

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances. Let’s be straight, financial talks should be had well before the ring, but did you know that “68 percent of engaged couples surveyed held a negative attitude about discussing money with their fiancé.1

That’s a staggering percentage of couples who are afraid to have ‘the talk’. Below are a few tips and areas to consider if you’re in a serious relationship, newly engaged or if you’ve tied the knot!

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Your Emergency Fund and You

by Jonathan Horst on Jan 30, 2018

The sun is out, it’s warm, the days are getting longer, and your worries seem just a little bit further away. But, I’m sorry to say, sometimes storms roll in on the sunniest of days.

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What are Disabilities Policies and Why Would You Need One?

Submitted by Jonathan Horst on Jan 16, 2018

The prospect of suddenly having to face life with a disability that limits your ability to work in the way you’re used always seems unlikely. Disability is something other people face, maybe in old age, but not you. While disability insurance may seem unnecessary right now the facts give cause for the preemptive action.

The Tricky Truth of Inheritance in the 21st Century

Submitted by Jonathan Horst on Jan 9, 2018

Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

The Power of Compound Interest

by Jonathan Horst on Jan 2, 2018

Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country.

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Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

by Jonathan Horst on Dec 19, 2017

30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself. Either way, your 30s are an incredible age when you’re comfortable with a bright future ahead.

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Why Young People Still Need Financial Professionals

by Jonathan Horst on Dec 5, 2017

It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young professionals are turning their backs on financial professionals such as accountants, investors, and advisors, and turning to the technological solutions. But the friendly neighborhood accountant shouldn’t hang up their calculator just yet - young people still need financial professionals.

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