Thinking ahead about how investing can support financial goals is the purpose of planning. Naturally, there’s lots of talk about common planning targets: retirement and college. But there’s also consideration of how to achieve multiple goals at various stages of life — whether covering basic needs or leaving a legacy — and how taxes and tax planning could impact results. Articles in the planning category allow you to clarify how today’s decisions can impact efforts to grow, manage, and maintain wealth.

Financial Health Matters Earlier than Expected

The more students can own the consequences of their choices, financial and otherwise, the more likely they’ll become and remain financially healthy. Finances alone shouldn’t drive decisions. But decisions carry financial implications and these ought to be acknowledged and considered.