5 Money Goals for Your 50’s
Your 50’s is a time when you see the fruits of your labor come to fruition. This is typically the period where you will earn...
Stock Markets Volatility: Your Friend or Foe?
The Chinese economy has recently caused some worries which have negatively affected the world’s financial markets. The volatility in our U.S. stock markets has increased...
More Republican Presidential Candidates than Retirement Opportunities?
The title of this article is not quite true, but close. With 15 candidates in place for the Republican nomination, the choices are overwhelming. Just...
Early Preparation is the Key to Financial Success
As a practicing Certified Financial Planner® for 10 years, I can say my best clients have a great relationship with money. And the earlier you...
One Critical Expense Most Financial Plans Don’t Address
Three words. Elder Care Planning. With people living so long these days, why haven’t financial planners been more focused on how to help clients who...
Financial Strategies for Your 40’s
As you enter into your 40’s you might feel a sense of financial stability as your career and income have most likely stabilized. However, you...
The Financial Equation: Don’t Spend More Than You Bring Home
This article title sounds so simple in theory, but it seems to be very difficult in today’s day and age to effectively put into practice. ...
Top 5 Reasons People Are Scared of Financial Planning
With the scary Halloween holiday fast approaching, and black cats, scarecrows, and jack-o-lanterns scattered about most of the front lawns in our neighborhoods, it’s easy to be reminded of what an...
Do You Know What You’ve Invested In?
I can’t tell you how many times I’ve had people say something to me along the lines of this: “I’m not really sure what I’m...
Double Dip or Triple Dip into Social Security
We are not talking about ice cream here but it does sound good, doesn’t it? These Social Security strategies, however, could ultimately buy you a lot...
