Tag Archives | financial plan

money habits

M is for Money Habits for a Lifetime and How They Affect Retirement.

We all have “money habits, ” and most have specific practices to help us acquire what we believe will bring the happiness we desire. The ultimate goal for many is to save enough during our working years to enjoy retirement. Have you considered what happens when we go from working and saving to retirement and […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
C is for Closing Cost

C is for Closing on a home can cost you Cash

Congratulations you’re in the market to buy a home; this is an exciting time in life and knowing all of the in’s and out’s for the first time buyer can be overwhelming. You begin by searching for the desired home in the preferred location for an affordable price. This alone can be overwhelming, but before […]

Read full story Comments are closed
y-is-for-your-fifty

Y is for Yahoo You’re Fifty – time to take a good look at your finances

It’s never too late! Start right now, live within your means and secure your financial future. Don’t let today’s marketing campaigns lead you down a materialistic path. Find your happiness in things that fit your budget or that cost nothing at all; this alone could be the solution to many of your financial woes. Don’t […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
business team looking at clipboard

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 […]

Read full story Comments are closed
documentchecklist-6

G is for Gathering Important Life Documents

Why is this so important? Life is full of unexpected happenings and having all of your important essential documents and personal directives in one place can help you and your loved ones deal more efficiently in a time of crisis. Even if you never experience a crisis, you’ll be relieved that you spent the time […]

Read full story Comments are closed
lucy

The Millennial’s & Money Quiz

Read full story Comments are closed