The Pat on the Back
I am here to give you a big pat on the back. Building up an emergency reserve Maxing out our company retirement plan Protecting the family with life insurance Putting money in the 529 plans Getting Wills drawn up. These […]
money
Tip the Scales
When I meet with young people I have to spend time explaining to them that while their net worth is low or even non-existent today their ability to earn is priceless. PRICELESS! Overtime that will change. As they get older […]
What’s The Best Way to Handle a Financial Windfall?
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. What’s the Best Way to Handle a […]
6 Financial Planning Steps You Need to Take Today
The financial planning process is a logical, six-step procedure: (1) determine your current financial situation. (2) develop financial goals. (3) identify alternative courses of action. (4) evaluate alternatives. (5) create and implement a financial action plan. (6) reevaluate and revise […]
Money- 10 Facts to Impress your Friends
I want Money, Lots and Lots of Money. Calloway – I Want to Be Rich classic. (this will be stuck in your head all day, sorry) Money Matters, but Does it? As a Certified Financial Planner, I must admit to […]
