Financial News & Insights

2021 came with a lot of hopes—mainly hope that the pandemic would end and life would go back to normal. But as the past year has shown us, uncertainty can extend far beyond 2020. Concerns about inflation, potential tax changes, and new COVID variants have many people wondering if next year will be any better. Although these are valid concerns, when it comes to your personal finances, 2022 does not have to follow in the same footsteps as the last two years. There are many ways to take back control of your finances and set yourself up for a successful future. Make sure all your bases are covered before the end of the year with these 5 tips.

Our robust eMoney client portal is an incredible resource to help you see your entire financial picture in one place, store important documents, run reports, track spending, and more. I created a short video to show you how to access it, how it works, and how to take advantage of it. Check it out now!

As hard (and as long!) as you’ve worked to grow your wealth, attempting to DIY your financial plan may not be the best route. After all, developing strategies and tools to do that can be both daunting and time-consuming. This is where enlisting the help of a financial advisor could make a world of difference.

Are your finances keeping you up at night? Take the first step toward a secure future by scheduling a Q&A call with us!

If there is one thing that must be managed wisely, it’s your wealth, assets, and, most importantly, an inheritance. At Rand Financial Planning, we think it is important for you to have the necessary tools required to take on any financial challenge, whether it’s investment planning or preparing for retirement.

When it comes to retirement, you dream of hobbies and time with loved ones. But you also face the questions we all do at some point: When can I retire? Is the timing right? Am I ready? Your thoughts wander between “you only live once” and “but I need to be prepared.”

Planning for retirement is multi-faceted. Dreams of pursuing hobbies and traveling motivate many to save, but proper planning is more complex. When determining a retirement date, assuring your healthcare needs are met, and nailing down when you’ll begin withdrawing Social Security, long-term care is a factor that can often be overlooked.

One of the greatest joys in my life—and certainly the greatest joy in my career—is when I see my clients succeed. It’s why I do what I do. As a fee-only and fiduciary CERTIFIED FINANCIAL PLANNER®, I’ve worked hard for years to help make life easier for my clients, so my greatest reward is when my clients let me know I’ve done my job. Below, I share a success story with two of my favorite clients: John and Melissa.