Financial Living Blog

Which Financial Documents to Keep, Which to Shred and Which to Scan

Feb 23, 2023 8:50:47 AM

People have been debating what documents to toss out, which to keep, and where to store them, since the days things were written in stone. This is especially the case for financial documents, which contain sensitive personal information. It can feel stressful organizing every single document, yet it is often necessary.

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How to Compare Financial Advisers

Feb 16, 2023 8:30:51 AM

The farther along your financial journey, the more complex it becomes. Eventually, you’ll likely want to work with a financial adviser to help ensure you’re making the right decisions for your situation. But finding a financial adviser you trust isn’t exactly easy. If fact, it can feel downright intimidating.

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ACM Adviser Named to Forbes Top Women Wealth Advisor List – Again

Feb 6, 2023 1:50:22 PM

Advance Capital Management is pleased to announce that Terra Hohf has been recognized on the 2023 Forbes Top Women Wealth Advisors Best-in-State list.

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Should You Tap Your Home for Income in Retirement?

Feb 1, 2023 9:18:10 AM

There’s a good chance you’re inside one of your most valuable assets, one that can be a useful source of income in retirement. That’s right, your home.

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Simple Tax Planning Moves to Avoid Paying Too Much

Jan 25, 2023 8:54:32 AM

I enjoy reading tax law…said no one ever.

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The Most Important Advance Capital Blogs of 2022

Dec 28, 2022 9:00:00 AM

Each year, we post a list of our favorite blogs that we published. This year we’re doing things a little different. We’re featuring the most important blogs for people in certain situations. These are the blog posts they should read, read again and consult whenever needed.

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How Much Should You Pay for a Financial Adviser?

Dec 21, 2022 11:06:48 AM

The purpose of building wealth is to create a fulfilling and secure financial future. And, the role of a financial adviser is to help you do that. But, as with any profession, advisers don’t work for free. So, how much exactly should a financial adviser cost?

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Saving for a Rainy Day: Where to Keep an Emergency Fund

Nov 9, 2022 10:55:18 AM

Unexpected events in life often come with a hefty price tag. In fact, the average emergency expense was about $1,400, according to one study. Which highlights the importance of having an emergency fund.

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Get Ahead with This Year-End Financial Checklist

Nov 2, 2022 9:32:58 AM

There’s no getting around the fact this year has been challenging for most investors. But that doesn’t mean it’s a total wash. Even though the year is quickly coming to a close, you can still take advantage of valuable opportunities and take proactive steps to set yourself up for the future. With that goal in mind, here is a year-end financial checklist to help you get ahead.

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Financial Priorities in Your 20s, 30s and 40s

Oct 5, 2022 12:32:15 PM

Building wealth starts with having the right goals in place. But your financial needs and goals in your 20s will look vastly different from those in your 40s. Hence, your financial priorities change as your life changes. With that in mind, here is a list of financial priorities in your 20s, 30s and 40s that can help you stay on track.

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