It's Never too Early!

While the prospect of retirement may seem a distant dream to those individuals under the age of thirty, preparing for it, financially, should be an immediate reality. Read More

for a complimentary meeting to learn more.

• Buying a home
• Raising a family
• Children’s education
• Staying at home / or working outside the home

Making these decisions will not always be easy and will take some careful thought and planning. Your wedding was most likely planned by you and your spouse-to-be, with the help of more than a few professionals. We think that planning for your financial future should be given the same degree of consideration.

At Forest Hills Financial, Inc., we would like to help you plan your financial future by offering you a no-cost, no-obligation consultation to help you establish a financial plan; one that will focus on identifying your goals and helping you develop a long-term strategy that will grow with your changing needs.

Read our Bridal Brochure.

GOOD FINANCIAL STEPS TO TAKE WHEN YOU GET MARRIED

If you’re going to say “I do”, here are some things you might want to do.

Provided by Shannon Simon & Forest Hills Financial Inc.

Are you marrying soon? Have you recently married? As you begin your life together, it's important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might want to write down on your financial to-do list … Read More

WHAT DO YOUR CHILDREN KNOW ABOUT BUILDING WEALTH?

What would you like to have known at 18, 25, or 35?

Provided by Shannon Simon & Forest Hills Financial Inc.

When you were 20 or 25, what was your level of financial literacy? What did you think of when the nightly news mentioned Wall Street or the Federal Reserve? Did you even care about those things at that time?

Few young adults fully understand how wealth can be built. That’s a shame. Decades from now, many will wish they had started planning to amass wealth earlier in life. How can you encourage your children to start that process? Read More

FAMILY PLANNING FROM THE PIGGYBANK’S POINT OF VIEW

Are you financially ready to raise a child?

Provided by Shannon Simon & Forest Hills Financial Inc.

Family planning often means financial planning … and quite likely, a change in the way you see your finances. Whether you are starting a family or welcoming a new addition, there are financial realities you can’t ignore. Planning and saving for those realities can help to reduce anxieties, and help to make the financial side of the experience easier. Read More

COMMON FINANCIAL MISTAKES

A few things you can’t afford to do.

Provided by Shannon Simon & Forest Hills Financial Inc.

Are you making mistakes with your money? Many people do, because of inattention, a lack of knowledge or confidence, or relying of the advice of friends rather than professionals. Here are some all-too-common money errors to avoid … Read More