Financial Planning and Wealth Management

Who needs a personal financial advisor? (Probably you!)

You might be able to refinish a table, but chances are you’d call in a carpenter to build an addition on your home. When it comes to financial planning and goal setting, there are many tasks that people choose to do on their own, from budgeting to paying their taxes. But sometimes, it may be worth it to get some insights from the experts.

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Author SAC FCU Managing Editor

Financial Planning and Wealth Management

Acting your age: Why an estate planning checklist isn’t just for retirees

When many adults hear the words “estate planning,” they immediately assume it’s something their parents should be thinking about. But it’s worth considering at a young age, says Beverly Hobbs, AAMS®, an LPL Financial Advisor with SAC FCU Wealth Management, especially if you’re a parent or guardian.

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Author SAC FCU Managing Editor

Financial Planning and Wealth Management

Financial tips for freelancers: Set yourself up for success

Transitioning from a corporate job to self-employment can feel overwhelming but exhilarating. You might be giving up steady paychecks (and all those break room snacks), but you’re gaining the thrill of being your own boss.

Get started right by creating a financial tracking system that will help you keep a budget in line, pay your taxes correctly, and manage expenses. Here are five financial tips for kicking off your freelance career.

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Author SAC FCU Managing Editor