Tags Financial Planning

Tag: Financial Planning

Preparing Financially for a Family

Family Travel on a Budget
By: Samantha Paxson, Chief Experience & Marketing Officer at CO-OP Financial ServicesAnticipating the birth of your first baby is at once exciting and intimidating. Along with the countless joys this new little person brings comes the insistence that you plan your family’s financial future wisely. Still, rather than be daunted by the facts – according to recent estimates, raising...

How to Stay Strong – Financially – During and After a Divorce

How to Stay Strong
Divorce can be devastating, but you can get back on track and recover. Whether you’re contemplating divorce, in the middle of it or recently divorced, you can reduce the financial and emotional consequences by taking certain steps as soon as possible.In most cases – both emotionally and financially – you’ll be better off if you stay married. Addressing the...

3 Ways to Maximize Your Retirement Plan

Your Retirement Plan
     Your Retirement PlanWith IRA contributions due by April 15th, this is a good time to talk about retirement planning and to determine whether you are on track to meet your long term goals.Here are three ways to maximize your Your Retirement Plan:  Contribute to the appropriate type of retirement account:—  If you’re a working: Take advantage of the 401(k)...

9 Steps to Becoming Financially Fit

 Typically, the beginning of the year is a time when we sit down and plan our expenses for the year. You have probably made some New Year’s resolutions related to your health or other areas of your life. Why not make a resolution to also become financially fit?Here are 9 steps to help you achieve this year's financial goals. Know...

5 Financial Mistakes Women Should Avoid

5 Financial Mistakes
5 Financial MistakesWe all know that women have unique financial needs and experience obstacles in achieving their financial goals. However, there are situations in which women create additional barriers to achieving their financial goals due to financial mistakes they make. Here are some financial mistakes women should avoid:Letting someone else take care of your finances. You should not completely turn...

The Emotions of Money Making: Sound Financial Decisions at Any Age

‘Financial therapy’ is on the top of my list of client services. It’s offered at one time or another to nearly everyone who walks through my office doors… or asks me out for lunch, or sits next to me on a plane.The reason why is simple: As a society, we just haven’t been taught to talk about money, or...

Before Walking Down the Aisle

In the midst of discussing cake flavors, picking dress colors, and considering honeymoon destinations, there’s one more conversation that couples need to have before their wedding day: the Money Talk.Couples should be talking about money before getting married not only because it can help them avoid stress and arguments over finances in the future, but also because it’s simply...

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