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Unify My Plan

Everything is connected #UNIFIMYPLAN

It’s time for a new approach to financial planning, one that looks at all areas of life as well as your money. Goals are important but improving your life right now should be as much of a priority.

#unifimylife is more than just a hashtag, it’s a change that means to bring together your current spending, big ticket purchases, investing, insurance, and planning of course, but the other aspects of your life that no one taught you. With most people the problem isn’t that they don’t want to plan and do as well with their money as they could. It’s that they don’t know what they don’t know.

This site is here to educate you on the basics and help guide you to making informed and effective decision with your money. We can’t help with a bad haircut, but we can discuss a $6 a day latte habit.  Which by the way could be enough to send a newborn to get a 4-year degree from a public college, if managed correctly. Small changes can make huge impact in life, we’re here to help.

Check back often, we’ll be adding stories and presentations for all aspects of your financial life to bring it all together. Look at www.unifimylife.com for ways to get life tips and save on a huge number of things you spend big money on every year. Why shouldn’t helping you save your money not be part of financial planning? If you spend less, it’s like making more on your investments. If you’re just starting out, it’s money you can use to fund long term goals.

Financial Education

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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