Floyd Financial Blog
Explore our financial blog for valuable insights, practical advice, and fresh perspectives on effective financial management. Our mission is to empower you with the knowledge and resources needed to enhance your financial well-being and make informed decisions.
For many people, retirement is a major life milestone—and deciding when to take that step is more complex than simply reaching a certain age or hitting a savings goal. Understanding how to know if you’re really ready to retire involves looking at both your financial preparedness and your lifestyle expectations.
A successful retirement isn’t just about stepping away from work—it’s about stepping into a new chapter that reflects your lifestyle goals and personal values. To do that, you need more than a standard savings plan or budget. You need a retirement strategy that supports your lifestyle vision, incorporating your aspirations,
Your life changes as you grow—and your investment approach should reflect that. What works for a young professional just starting out likely won’t be the same strategy needed by someone approaching retirement. That’s why successful financial planning involves investment strategies that adapt to life’s changing seasons. A flexible
Creating a financial plan is about more than numbers—it’s about intention. When you align your financial plan with your life goals, you’re shaping a strategy that reflects your priorities, adapts to your circumstances, and supports the kind of life you want to lead. Whether you’re planning for retirement, <a target="_blank"
Financial planning is often thought of as a one-size-fits-all process—set some goals, allocate some investments, and let it ride. But true financial planning goes much deeper. To be effective, your financial strategy should reflect who you are, where you’ve been, and where you want to go.
Boost Your Financial Knowledge and Take Steps Towards Financial Stability with These Meaningful Financial Moves Widowhood is one of the highest financial risk factors women can face, with an increased risk of falling into poverty after losing their late spouse’s income. The poverty rate for widowed women 65+ in America
Tips to Keep More of Your Hard-Earned Money Working for You When it comes to preparing for a financially successful future, tax-efficient wealth building strategies …
A Strong Financial Plan Includes a Strong Tax Strategy Knowing some strategies to help reduce your overall tax burden can lead to significant savings at …
Decision-Making for the Long-Term Benefit of Your Company Business succession planning is a critical process for ensuring the long-term success and viability of a company. …
It’s Never Too Late to Take Control of Your Financial Future Women face some unique challenges in planning for retirement compared to men, but by …
For a Successful Financial Future Together, Couples Must Prioritize Honest Money Conversations Ask any therapist or relationship expert and you’ll hear that one of the …
Effective Strategies for Managing Healthcare Expenses During Your Retirement Years Retirement is often seen as a time to relax and enjoy the fruits of decades …