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B. Jenkins
Aug 31, 20232 min read
What is Financial Risk Management?
We previously examined risk management in the context of financial planning and why it matters. Today, we’d like to dive a bit deeper...
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B. Jenkins
Aug 31, 20232 min read
What is a 401(k) and How Does it Work?
Retirement is our topic of the day today, so we thought we’d dive into one of the most common retirement accounts available. A 401(k) is...
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B. Jenkins
Aug 30, 20232 min read
How Should You Choose a Financial Advisor?
We continue our discussion of financial advising in this article with a vital conversation about how to choose a financial advisor....
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B. Jenkins
Aug 29, 20232 min read
What Goals Should Be Considered in Financial Planning?
So, we recently covered the concept of goal setting in a financial planning context . However, that was meant more as an introduction to...
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B. Jenkins
Aug 27, 20232 min read
What is the Business Lending Process?
We recently opened a conversation about lending on our forum and we thought we would formalize that initial discussion with some of our...
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B. Jenkins
Aug 26, 20233 min read
What Does Estate Planning Mean in Financial Planning?
As we close in on the final stages of the lifecycle of broad-spectrum financial planning, we come to the topic of what we leave behind...
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B. Jenkins
Aug 23, 20233 min read
What Does Tax Planning Mean in Financial Planning?
A recent blog post of ours noted that taxes could cause drag on overall returns in a financial plan, so now’s as good a time as any to...
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B. Jenkins
Aug 22, 20232 min read
How Do Financial Advisors Get Paid?
We’ve recently reviewed a great deal of the process of financial planning. I thought today we would examine & answer the following...
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B. Jenkins
Aug 20, 20233 min read
What Does Investment Planning Mean in Financial Planning
Since we recently covered risk management in another of our blog posts, we thought it would be a good idea to dive into the natural...
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B. Jenkins
Aug 17, 20233 min read
What Does Risk Management Mean in Financial Planning?
Today, we come to a more technical aspect of the financial planning process, but don’t worry. It sounds more frightening than it is and...
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B. Jenkins
Aug 14, 20232 min read
Budgeting in Financial Planning
We continue with our series on the financial advising & planning process with the “B-word”. Budgeting is a fundamental aspect of...
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B. Jenkins
Aug 11, 20233 min read
How to Assess Your Current Financial Situation in Financial Planning
So, we’re continuing our review of the financial planning process and today we figured we’d discuss the information gathering process. ...
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B. Jenkins
Aug 8, 20232 min read
What Does Goal Setting Mean in Financial Planning
I wanted to expand on one of the points of financial planning that we recently covered in another of our posts. Goal setting is a...
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B. Jenkins
Aug 5, 20232 min read
What is Financial Planning?
In this article, we'd like to talk a little bit about what financial planning is and why it's essential for your financial well-being....
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B. Jenkins
Aug 2, 20232 min read
What Does a Financial Advisor Do & Why Are They Important?
A financial advisor’s role is to provide professional guidance and advice to individuals or businesses to help them manage their finances...
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B. Jenkins
Jul 19, 20232 min read
What is Life Insurance & Why is it Important
Life insurance is a contract between an individual (the policyholder) and an insurance company. In exchange for regular premium payments,...
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