Our Thoughts

The pandemic has been defined by Zoom calls and Social Distancing. With the extra time we have at home, there's an opportunity for a new hobby.

If we follow the Bear and Bull Market timeline, we can learn a lot from the history of the stock market. Learn more about Bear & Bull Markets here.

There are a million ways to spend your stimulus check but the best way you can use your check is to Address Distress. Read about more ways to spend your check here.

In cases of global crisis, it's best to act quickly and precisely. Now is the time to think about your estate plan. Learn more about Estate Planning here.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act will help many in need across the US. Learn more about the CARES Act here.

Most American Taxpayers will be receiving a $1,200 check from the new bill. Read more about the stimulus bill and who it affects here.

It helps to understand how insurers make their profits and how the core mechanics of insurances works. Read more about Insurance companies here.

Cash Flow and Financial Independence are two peas in a pod. Your one to complete the other but it's never that simple. Read more about Financial Independence here.

Local businesses are suffering huge losses from reduced travel and a pullback on consumer spending. Read about how you can support local businesses here.

The pandemic has brought a market downturn upon us. It's important not to panic and remember the market is a cycle. Read more about market volatility here.

Practical Financial Planning is celebrating 20 years of business. As a Fee-Only, Holistic financial advisor, we strive to deliver whole value for our clients.

Don't let your kids miss out on effective financial gifts they can carry with them for the rest of their lives. Read about our 5 financial gift ideas for kids here.

Planning your estate is a must but writing your will doesn't have to be uncomfortable. Read about our 7 Estate Planning Essentials here.

The most simple investment advice you need is to buy low and sell high. Often this is misconstrued as buy lowest and sell highest but its better to buy lower and sell higher.

The stock market is a complicated and unpredictable place but it doesn't have to intimidate you. Learn more about stock market losses here.

Stock tickers are important but there's a reason why you don't see them on financial planning sites. Learn more about Stock Tickers here.

As a newly graduate college or high school student you have your whole life in front of you. Learn how to be financially secure after graduation here.

Your old tax returns have turned into a pile of confusing documents, should you throw them out? Learn more about what to do with your old tax returns here.

Debt can be a seemingly endless stream of payments that you cannot surmount. You can pay down your debt. Learn more about paying off debt here.

Tax-filing season is here to the dismay of many Americans across the US. Your taxes don't have to be so stressful. Learn more about Tax-filing season here.