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Financial Planning

Financial Planning for Millennials Looking to Meet Wealth Goals

Millennials financial planning

Millennials aren’t looking for an allowance anymore — we’re looking to get started with financial planning. Why? Because we’re now full-blown adults in the workforce, with financial goals of our own. Many millennials (defined as ages 23-38 in 2019) are beginning to invest to meet their financial goals. As a millennial myself, I struggled to…

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Retirement on the Horizon: A Financial Planning Checklist

Retirement planning checklist

Retirement is one of the biggest events you will experience in your lifetime and requires you to have a retirement checklist to plan your finances correctly. Starting that next phase of life brings about significant changes, both personally and financially. Financial freedom and security in retirement does not just happen. Retirement planning takes time, carefully…

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Life Insurance – Understanding the Tax Implications

Permanent life insurance policies (often referred to as “Whole Life Insurance”) are a contract between a policyholder and an insurance company whereby the insurance company promises to pay a designated beneficiary a sum of money (a death benefit) upon the death of an insured in exchange for a premium. In most cases, when the designated…

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Video Overview on the Tax Cuts and Jobs Act for Individuals

Terry Cicero webinar TCJA

Webinar recording on The Tax Cuts and Jobs Act and its Impact on Individuals (February 28, 2018) The new tax law is now in effect for 2018. How does the new law impact individuals? Terry Cicero gives an overview in an easy-to-digest webinar. DHJJ’s Terry Cicero leads the webinar and goes over the major changes…

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