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Your Financial Life in Balance
Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up requiring your attention. This is one of the “truisms” of...
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The 6 Biggest Financial Planning Problems with Video Clips You Have to Watch!
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to really watch out for when it comes to financial planning....
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Perfect Last Minute Gift Ideas
Are you still searching for that “perfect present” for someone on your holiday shopping list? If the thought of wrapping up another gift card or Christmas tie leaves you uninspired, open your mind to...
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So What’s My Motivation Here?
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to investment strategies and checklists for just about any...
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Democrats or Republicans: Who’s Better?
On November 6, 2012, registered voters will have the privilege of heading to the polls and cast their ballots for President, members of Congress and a whole host of local candidates. The citizens of...
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Mutual Accountability
We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means to us is that there are responsibilities for both the...
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6 Tips for a Better Financial Future
Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial life back on track. No matter what stage of your life you are...
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SETTING S.M.A.R.T. GOALS
How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have you gotten a new job without first deciding to apply for...
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Defining Diversification
In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there with “buy low, sell high”. Both statements are true and very...
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How A Six-Year-Old Saves For Retirement
In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the future, resist instant gratification, and most importantly,...
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I Don’t Understand My Financial Plan
Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in 1998’s Rush Hour. Chris Tucker’s character eloquently asked...
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