certified financial advisor will make you money

Why Your Financial Planner Should Be Certified

By The Tranel Financial Group | September 4, 2018
Whether you are just starting to think about your financial future or your are already on a path, it’s important to know what you are getting from your financial planner. That may be different depending on their experience, certification and expectations set forth by a board, or not.   In this article we’ll discuss the… View Article
retirement age together

Retirement Age

By The Tranel Financial Group | August 3, 2018
What Is Your Retirement Age? The day to day of work and family sometimes takes over and before we know it we’re creeping up on retirement and realize we’ve paid little attention to how our retirement will look and be funded, and what our exact retirement age will be. Are You Ready for That Next… View Article

6 Steps to Creating Your Personalized Financial Plan

By The Tranel Financial Group | July 9, 2018
Start Your Personalized Plan Today! By following this six-part process, you can set yourself up for long-term financial success and eliminate the stress and fear of future money-related issues. We all know that when it comes to finances, one size does not fit all. In order to get the most bang for your buck, so… View Article
Retire early with a good nest egg

How Can I Retire Early?

By The Tranel Financial Group | June 18, 2018
How To Retire Early The majority of people look forward to retirement around the age of 65. By that time you’ve slowly built up a savings or retirement nest egg. However, you’ll still need to be careful about protecting what you’ve built. For others, early retirement is on their radar and the good news is,… View Article
The best financial advisors create a financial plan for you.

Top 6 Tips the Best Financial Advisors Have For You

By Jenna Tranel | March 6, 2018
Life is more fun when you get to live it and do the things that make you happy. How can you do that and be financially responsible? With a little effort and the best financial advisors by your side, you can set up the life you’ve always dreamed of having. 1. Have a Plan There… View Article
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Do I Need Financial Coaching?

By Jenna Tranel | March 2, 2018
What is Financial Coaching? Basically, financial coaching is an educational, collaborative relationship that allows you to achieve financial freedom. We all know that it’s no big secret. We need to spend less than we earn and then invest what is left very wisely. The question is how do we get it done. Financial coaching fills… View Article
Financial planning for divorce - budget sheet and calculator.

Financial Planning for Divorce

By Jenna Tranel | February 12, 2018
Disagreements about money are often one of the leading causes of divorce. Money can make the process of untangling a couples’ shared financial plan difficult and ugly for both parties. With the assistants of a CDFA, a Certified Divorce Financial Analyst also known as a Divorce Financial Planner, the process of divorce can be more… View Article
College financial planning - piggy bank for college savings.

8 Simple College Financial Planning Strategies

By Jenna Tranel | January 22, 2018
Make a Plan for College College financial planning requires foresight, research, vigilance, timing, and an understanding of strategies, options and applicable laws. While that may sound complex, much of the detail can be categorized and simplified into these 8 simple college financial planning strategies. 1. Start Early If You Can Parents should start early by… View Article
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Why Family Financial Planning is Important for Young Couples

By Jenna Tranel | January 3, 2018
Family financial planning is essential to getting the great start all young couples hope for. You bring to your relationship dreams for a long and happy union. As well, each of you brings a unique set of financial challenges, benefits, and priorities to talk about and address. These can include: Student loans Vehicle loans Credit… View Article