Tag Archives | divorce financial planning

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P is for Proactive and Positive Approach to Mistakes in the Workplace

Being human makes us imperfect but learning how to handle our mistakes can make us wise. We all make mistakes most of which are unintended, but some of the most stressful mistakes we make are at work. Learning how to handle these errors with poise and integrity will help you be the best you can […]

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L is for Lost in Debt – Take Control with a Solid Financial Plan

Money troubles happen, whether you are living paycheck to paycheck or bringing home a hefty salary. When we find ourselves spending more than we can afford this leads to “money troubles” which in turn can cause lots of stress in our day to day lives; but the good news is it doesn’t have to be […]

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K is for Know Your Investment Strategy

You know “You” – better than anyone else, so when planning your investment strategy make sure you incorporate all that is relevant to your individual financial needs and goals. In turn, you or your advisor will have greater insight when designing a holistic investment plan unique to you. There are some very critical areas; that […]

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I is for the Importance of starting an IRA early

Saving, and especially saving for retirement is the last thing anyone wants to do with their new paycheck, especially those who are too young to grasp its importance. But often people learn the importance of retirement savings a little too late. Starting an IRA early in life is imperative to a successful financial future. Here are some […]

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H is for How Money Influences Our Lives

Spending wisely is not a bad practice, and many of us need to watch our spending, but if our primary focus is on getting the best deal for the lowest price, what message is this sending our mind, body, and soul? Scientist have been studying the relationship between money and happiness for decades, and most […]

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F is for Favor a Fiduciary Advisor and See What We Offer

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E is for Expecting to find Money in an Empty Wallet?

In today’s world, we may not always find cash in our wallets, but most of us are always carrying a debit card and some credit cards in our wallets. This practice allows us to spend our money, “cash or no cash,” quite easily. But knowing how much, how often and where we are spending our […]

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D is for Do Your Homework before You Retire

Retirement is a life changing event, but being adequately prepared will make the transition an easier one. If you are about to retire and don’t have a plan, please consider making one now.  Here are some issues you will be facing as you move into retirement. Retirement Budget Make a list of all future cost: […]

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Divorce Issues to Consider

Z is for ZFA’s Divorce Issues to Consider

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