Tag Archives | finance

H is for How to Claim Money Owed

H is for How long have you been Missing Money Owed to You?

You may be totally unaware of unclaimed money that belongs in your wallet but don’t be too hard on yourself, plenty of property and dollars go unclaimed each year. As a matter of fact according to the National Association of Unclaimed Property (NAUPA), unclaimed property programs are currently holding about $42 billion in the United […]

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Stages of businesswoman life

F is for: Financial Mistakes We Make Through Different Life Stages

  Our lives are constantly changing, and so is our relationship with money. Each stage brings new financial challenges and questions that need to be addressed so that we may strategize a plan for future financial security. We must take into consideration our age, the economy at present and our money history. Remember with each […]

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Conceptional drawing of Financial planning

E is for Engage to Educate You about Your Financial Future

When is the last engagement you had with your financial planner? Just as you go to the Doctor when you want an answer regarding your body, you should have regular financial checkups with your advisor.  If your finances feel uncertain or questionable, engage with your advisor to gain information and education about your present or […]

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Silhouette Of Woman With Outstretched Arms On Beach

Z is for Having a Zestful Life!

Zest is about having energy, excitement or feeling alive. It goes hand in hand with happiness and optimism. “Zestful” living can be obtained by learning how to utilize your strengths and overcome fears and doubts so that your life may be lived to the fullest. Zest is found in character strength, and in pursuing life […]

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Umbrella Insurance Coupon Concept

U is for How “Umbrella Insurance” Can Help Protect Your Assets

Congratulations you spent the last few decades working hard to pay off your mortgage, and build a sizable retirement account. Your assets are now worth close to one million dollars. Life is good, and retirement is just around the corner. Until, one day, an unfortunate accident occurs, and you are now being sued for injuries […]

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Sad mature woman

T is for Tax Tips for Widows and Widowers

  Losing your spouse can turn your world upside down and cause unbearable grief, so it’s entirely understandable that managing your money is the last thing on your mind. Give yourself some time to grieve before you evaluate what financial decisions will be in your best interest. When you are ready, you must begin to […]

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People sitting around table drinking coffee against new years resolutions

S is for Start the New Year with a Spark and Ignite a New Practice

  “Live as if you were to die tomorrow. Learn as if you were to live forever.” — Mahatma Gandhi When we “spark an interest” in a new skill or bright idea we “light a fire” in our lives and our brains.  Seriously, it’s true a new skill helps provide us with joy, purpose, energy, […]

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christmas holiday woman with snow

Q is for the Quality of Spending during the Holidays

  We all want to enjoy the holidays and partake in festivities like; decorating, shopping for gifts, hosting holiday parties and going to holiday shows, but all of this may present a challenge to our finances. Most of us cherish the hustle and bustle of the season but overspending and trying to handle money stress […]

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Road Out of Debt Financial Problem Money Help

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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Green Business Strategy

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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