Solari Financial Planning
270 FOLLOWERS
Articles on housing, estate planning, economy, taxes, investing and more. An independent financial planning firm that provides hourly, as needed financial planning advice to individuals and families who realize they need help and guidance to achieve their goals.
Solari Financial Planning
10h ago
Much like 2023, the beginning of 2024 has seen a growing economy and strong market performance. While indicators point to another strong year, there are some hurdles on the horizon. Here is what we saw in the U.S. and around the globe in the first quarter of the year: 2024 Q1: Economic Growth Economies around […]
The post 2024 Q1 Financial Recap: Strong Start to the Year appeared first on Solari Financial Planning ..read more
Solari Financial Planning
2w ago
The 2024 housing market has kicked off with a slew of challenges for buyers, including low inventory, historically expensive home prices, and high interest rates. There is a bit of a stalemate going on, because the high interest rates and home prices make potential sellers wary of finding a new home, or losing the lower […]
The post 2024 Housing Market: Interest Rates, Inventory and More appeared first on Solari Financial Planning ..read more
Solari Financial Planning
1M ago
Investing is going to look very different from person to person, and that’s because there is no “perfect” way to invest. Each investor’s life stage, risk tolerance and financial situation is going to impact their ideal portfolio. That being said, there are some very common mistakes that many investors make. Here are four of the […]
The post Four Common Investing Mistakes to Avoid appeared first on Solari Financial Planning ..read more
Solari Financial Planning
2M ago
You’ve probably heard that passive, long term investing yields better returns over time, but it can be challenging to trust that advice during down times. Plus, there’s always advice online about what to invest in right now, and what trend to jump on before it’s too late. The truth is, long term investing does work, […]
The post How Long Term Investors Manage Recessions appeared first on Solari Financial Planning ..read more
Solari Financial Planning
3M ago
A brand new year is here, and prospects look bright for the markets and economy. Inflation fell dramatically in 2023, the S&P 500 finished out the year on a high note, and the labor market outperformed many economists’ expectations. But what does all of that mean for the year ahead? Here’s a closer look at […]
The post 2023 Financial Review: Markets, Economy and the Year Ahead appeared first on Solari Financial Planning ..read more
Solari Financial Planning
4M ago
Trying to create goals for the year ahead can be overwhelming, especially if you have multiple resolutions you want to achieve. According to a survey from Forbes, the top three new year’s resolutions include improving fitness, finances and mental health. The problem with resolutions is that many of them stop there, making them too broad […]
The post How to Create Achievable Financial Goals appeared first on Solari Financial Planning ..read more
Solari Financial Planning
4M ago
The travel industry has experienced many ups and downs since the pandemic, but despite high costs, travel still seems to be a priority for many Americans. 2022 was a big year for travel. After a couple years of avoiding travel, people were ready to visit family, have a change of scenery, and use travel vouchers […]
The post How Inflation Has Impacted Travel, and Ways to Save appeared first on Solari Financial Planning ..read more
Solari Financial Planning
5M ago
As the year winds down, we see some changes in the markets and economy overall. We also see some trends setting up for the year ahead, and mixed messages about the likelihood of an impending recession. Here are some of the main takeaways from Q3: Bull Market or Bear Market Rally? During the first half […]
The post 2023 Q3 Financial Review: Markets and Economy appeared first on Solari Financial Planning ..read more
Solari Financial Planning
6M ago
The FAFSA Simplification Act is an overhaul to the FAFSA application process and requirements beginning in the 2024-25 school year. These changes will affect the federal student loan application process, need requirements, and assessments. This new law will apply to every state and every school that awards state and federal grant money through the FAFSA […]
The post The FAFSA Simplification Act: What You Need to Know appeared first on Solari Financial Planning ..read more
Solari Financial Planning
7M ago
Fall is here, which means open enrollment season is back again. You probably know the drill by now: You receive a packet of information from your employer detailing your benefits for the upcoming year. But if you’re like one third of U.S. employees, you might be signing up for benefits that you don’t fully understand. […]
The post Getting Ready for Open Enrollment appeared first on Solari Financial Planning ..read more